Nisa Investment Advisors
VWE

Nisa Investment Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Nisa Investment Advisors’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,042
Closed -$82K – 2763
2022
Q4 		$82K Buy
+25,042
New +$76.8K ﹤0.01% 1626

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nisa Investment Advisors's VWE Position: Q1 2023 in Review

Nisa Investment Advisors sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q1 2023, closing a stake of 25,042 shares — an estimated $82K sold.

Nisa Investment Advisors first reported a position in VWE in Q4 2022 and held it in 1 quarter. The position peaked at $82K in Q4 2022. 71 funds tracked by Wall St. Rank hold VWE as of Q1 2023.

  • Nisa Investment Advisors reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 25,042 Vintage Wine Estates, Inc. Common Stock shares in Q1 2023, an estimated $82K.
  • Nisa Investment Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Nisa Investment Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $82K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q1 2023.

Based on Nisa Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.