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NODK icon

NewEdge Advisors’s NI Holdings NODK Stock Holding History

NewEdge Advisors’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.22K Hold
250
– – ﹤0.01% 3690
2025
Q4 		$3.33K Hold
250
– – ﹤0.01% 3779
2025
Q3 		$3.39K Hold
250
– – ﹤0.01% 3644
2025
Q2 		$3.19K Hold
250
– – ﹤0.01% 3518
2025
Q1 		$3.56K Hold
250
– – ﹤0.01% 3389
2024
Q4 		$3.92K Hold
250
– – ﹤0.01% 3295
2024
Q3 		$3.92K Sell
250
-483
-66% -$7.34K ﹤0.01% 3227
2024
Q2 		$11.2K Buy
733
+110
+18% +$1.67K ﹤0.01% 2824
2024
Q1 		$9.44K Buy
623
+373
+149% +$5.15K ﹤0.01% 2906
2023
Q4 		$3.25K Hold
250
– – ﹤0.01% 3241
2023
Q3 		$3.22K Hold
250
– – ﹤0.01% 2936
2023
Q2 		$3.71K Hold
250
– – ﹤0.01% 2908
2023
Q1 		$3.25K Hold
250
– – ﹤0.01% 2907
2022
Q4 		$3 Buy
+250
New +$3.4K ﹤0.01% 3906

Other funds holding NODK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return