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NorthStar Asset Management (Massachusetts)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

NorthStar Asset Management (Massachusetts)’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,376
Closed -$410K – 65
2022
Q4 		$410K Hold
8,376
– – 0.14% 53
2022
Q3 		$386K Sell
8,376
-888
-10% -$45.7K 0.13% 60
2022
Q2 		$447K Buy
+9,264
New +$488K 0.15% 56

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s NULG Position: Q1 2023 in Review

NorthStar Asset Management (Massachusetts) sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2023, closing a stake of 8,376 shares — an estimated $410K sold.

NorthStar Asset Management (Massachusetts) first reported a position in NULG in Q2 2022 and held it in 3 quarters. The position peaked at $447K in Q2 2022. 147 funds tracked by Wall St. Rank hold NULG as of Q1 2023.

  • NorthStar Asset Management (Massachusetts) reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • NorthStar Asset Management (Massachusetts) sold 8,376 Nuveen ESG Large-Cap Growth ETF shares in Q1 2023, an estimated $410K.
  • NorthStar Asset Management (Massachusetts) first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and held it in 3 quarters.
  • NorthStar Asset Management (Massachusetts)'s Nuveen ESG Large-Cap Growth ETF position peaked at $447K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2023.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q1 2023, filed 28 Apr 2023.