National Bank of Canada’s United Maritime USEA Stock Holding History

National Bank of Canada’s Portfolio USEA Stock Details USEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$460	–	2832
2023 Q1	$460	Hold	160	–	–	﹤0.01%	2591
2022 Q4	$702	Hold	160	–	–	﹤0.01%	2622
2022 Q3	$0	Buy	+160	New	+$355	﹤0.01%	2901

Other funds holding USEA

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTDI

First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

National Bank of Canada's USEA Position: Q2 2023 in Review

National Bank of Canada sold out of United Maritime (USEA) in Q2 2023, closing a stake of 160 shares — an estimated $460 sold.

National Bank of Canada first reported a position in USEA in Q3 2022 and held it in 3 quarters. The position peaked at $702 in Q4 2022. 11 funds tracked by Wall St. Rank hold USEA as of Q2 2023.

National Bank of Canada reported no remaining United Maritime position as of Q2 2023 after selling out during the quarter.
National Bank of Canada sold 160 United Maritime shares in Q2 2023, an estimated $460.
National Bank of Canada first reported a position in United Maritime in Q3 2022 and held it in 3 quarters.
National Bank of Canada's United Maritime position peaked at $702 in Q4 2022.
11 funds tracked by Wall St. Rank held United Maritime as of Q2 2023.

Based on National Bank of Canada's 13F filing for Q2 2023, filed 26 Jul 2023.