NWWA
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New Wave Wealth Advisors’s NCR Atleos NATL Stock Holding History

New Wave Wealth Advisors’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65
Closed -$2.21K – 476
2024
Q4 		$2.21K Buy
+65
New +$1.97K ﹤0.01% 537

Other funds holding NATL

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

New Wave Wealth Advisors's NATL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of NCR Atleos (NATL) in Q1 2025, closing a stake of 65 shares — an estimated $2.21K sold.

New Wave Wealth Advisors first reported a position in NATL in Q4 2024 and held it in 1 quarter. The position peaked at $2.21K in Q4 2024. 298 funds tracked by Wall St. Rank hold NATL as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining NCR Atleos position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 65 NCR Atleos shares in Q1 2025, an estimated $2.21K.
  • New Wave Wealth Advisors first reported a position in NCR Atleos in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's NCR Atleos position peaked at $2.21K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.