NFG
CHGA

Nadler Financial Group’s Change Agents Corp CHGA Stock Holding History

Nadler Financial Group’s Portfolio CHGA Stock Details CHGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$5.2K – 115
2022
Q4 		$5.2K Hold
3
– – ﹤0.01% 112
2022
Q3 		$6K Hold
3
– – ﹤0.01% 101
2022
Q2 		$5K Hold
3
– – ﹤0.01% 105
2022
Q1 		$7K Buy
+3
New +$6.79K ﹤0.01% 120

Other funds holding CHGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nadler Financial Group's CHGA Position: Q1 2023 in Review

Nadler Financial Group sold out of Change Agents Corp (CHGA) in Q1 2023, closing a stake of 3 shares — an estimated $5.2K sold.

Nadler Financial Group first reported a position in CHGA in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 9 funds tracked by Wall St. Rank hold CHGA as of Q1 2023.

  • Nadler Financial Group reported no remaining Change Agents Corp position as of Q1 2023 after selling out during the quarter.
  • Nadler Financial Group sold 3 Change Agents Corp shares in Q1 2023, an estimated $5.2K.
  • Nadler Financial Group first reported a position in Change Agents Corp in Q1 2022 and held it in 4 quarters.
  • Nadler Financial Group's Change Agents Corp position peaked at $7K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Change Agents Corp as of Q1 2023.

Based on Nadler Financial Group's 13F filing for Q1 2023, filed 19 Apr 2023.