Nisa Investment Advisors
COFS icon

Nisa Investment Advisors’s Choiceone Financial COFS Stock Holding History

Nisa Investment Advisors’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$157 – 2666
2023
Q3 		$157 Buy
+8
New +$186 ﹤0.01% 2694
2021
Q2 		– Sell
-2,000
Closed -$48 – 2331
2021
Q1 		$48 Hold
2,000
– – ﹤0.01% 1985
2020
Q4 		$62K Buy
2,000
+700
+54% +$21K ﹤0.01% 1927
2020
Q3 		$34K Buy
+1,300
New +$35.9K ﹤0.01% 1954

Other funds holding COFS

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Nisa Investment Advisors's COFS Position: Q4 2023 in Review

Nisa Investment Advisors sold out of Choiceone Financial (COFS) in Q4 2023, closing a stake of 8 shares — an estimated $157 sold.

Nisa Investment Advisors first reported a position in COFS in Q3 2020 and held it in 4 quarters. The position peaked at $62K in Q4 2020. 53 funds tracked by Wall St. Rank hold COFS as of Q4 2023.

  • Nisa Investment Advisors reported no remaining Choiceone Financial position as of Q4 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 8 Choiceone Financial shares in Q4 2023, an estimated $157.
  • Nisa Investment Advisors first reported a position in Choiceone Financial in Q3 2020 and held it in 4 quarters.
  • Nisa Investment Advisors's Choiceone Financial position peaked at $62K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Choiceone Financial as of Q4 2023.

Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.