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MPS Loria Financial Planners’s NiSource NI Stock Holding History

MPS Loria Financial Planners’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,019
Closed -$24K – 413
2021
Q1 		$24K Hold
1,019
– – 0.01% 221
2020
Q4 		$23K Buy
+1,019
New +$23.8K 0.01% 226

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

MPS Loria Financial Planners's NI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of NiSource (NI) in Q2 2021, closing a stake of 1,019 shares — an estimated $24K sold.

MPS Loria Financial Planners first reported a position in NI in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 509 funds tracked by Wall St. Rank hold NI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining NiSource position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,019 NiSource shares in Q2 2021, an estimated $24K.
  • MPS Loria Financial Planners first reported a position in NiSource in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's NiSource position peaked at $24K in Q1 2021.
  • 509 funds tracked by Wall St. Rank held NiSource as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.