Northwestern Mutual Wealth Management
ASM

Northwestern Mutual Wealth Management’s Avino Silver & Gold Mines ASM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,500
Closed -$775 – 3475
2023
Q3 		$775 Buy
+1,500
New +$987 ﹤0.01% 3070
2020
Q4 		– Sell
-500
Closed – – 2677
2020
Q3 		$0 Buy
+500
New +$530 ﹤0.01% 2524
2018
Q3 		– Sell
-6,000
Closed -$7K – 2458
2018
Q2 		$7K Buy
+6,000
New +$8.2K ﹤0.01% 1920

Other funds holding ASM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Northwestern Mutual Wealth Management's ASM Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Avino Silver & Gold Mines (ASM) in Q4 2023, closing a stake of 1,500 shares — an estimated $775 sold.

Northwestern Mutual Wealth Management first reported a position in ASM in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 28 funds tracked by Wall St. Rank hold ASM as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Avino Silver & Gold Mines position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,500 Avino Silver & Gold Mines shares in Q4 2023, an estimated $775.
  • Northwestern Mutual Wealth Management first reported a position in Avino Silver & Gold Mines in Q2 2018 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Avino Silver & Gold Mines position peaked at $7K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.