NS
RESP

NBC Securities’s WisdomTree U.S. ESG Fund RESP Stock Holding History

NBC Securities’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$49K – 2261
2023
Q4 		$49K Hold
1,000
– – ﹤0.01% 1137
2023
Q3 		$44K Buy
+1,000
New +$46.1K ﹤0.01% 1173

Other funds holding RESP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities's RESP Position: Q1 2024 in Review

NBC Securities sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 1,000 shares — an estimated $49K sold.

NBC Securities first reported a position in RESP in Q3 2023 and held it in 2 quarters. The position peaked at $49K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • NBC Securities reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 1,000 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $49K.
  • NBC Securities first reported a position in WisdomTree U.S. ESG Fund in Q3 2023 and held it in 2 quarters.
  • NBC Securities's WisdomTree U.S. ESG Fund position peaked at $49K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.