Nisa Investment Advisors
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Nisa Investment Advisors’s MediaAlpha MAX Stock Holding History

Nisa Investment Advisors’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26K Sell
135
-66
-33% -$650 ﹤0.01% 2707
2025
Q4 		$2.6K Buy
201
+8
+4% +$98 ﹤0.01% 2573
2025
Q3 		$2.2K Hold
193
– – ﹤0.01% 2599
2025
Q2 		$2.11K Buy
+193
New +$1.86K ﹤0.01% 2595
2025
Q1 		– Sell
-15
Closed -$169 – 3032
2024
Q4 		$169 Sell
15
-26
-63% -$374 ﹤0.01% 2956
2024
Q3 		$743 Sell
41
-13
-24% -$207 ﹤0.01% 2643
2024
Q2 		$711 Buy
54
+22
+69% +$405 ﹤0.01% 2603
2024
Q1 		$652 Buy
32
+17
+113% +$271 ﹤0.01% 2453
2023
Q4 		$167 Buy
+15
New +$148 ﹤0.01% 2582
2023
Q1 		– Sell
-2,800
Closed -$28K – 2619
2022
Q4 		$28K Hold
2,800
– – ﹤0.01% 1953
2022
Q3 		$31K Hold
2,800
– – ﹤0.01% 1912
2022
Q2 		$28K Buy
+2,800
New +$34.2K ﹤0.01% 1938

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CC
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JP Morgan Chase
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VCM
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JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return