Northwestern Mutual Wealth Management’s CynergisTek, Inc. CTEK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,667
Closed -$2K 3526
2022
Q2
$2K Hold
1,667
﹤0.01% 2975
2022
Q1
$2K Hold
1,667
﹤0.01% 2952
2021
Q4
$2K Hold
1,667
﹤0.01% 2983
2021
Q3
$3K Hold
1,667
﹤0.01% 2811
2021
Q2
$3K Hold
1,667
﹤0.01% 2780
2021
Q1
$3K Hold
1,667
﹤0.01% 2572
2020
Q4
$2K Hold
1,667
﹤0.01% 2569
2020
Q3
$3K Buy
+1,667
New +$2.55K ﹤0.01% 2305

Northwestern Mutual Wealth Management's CTEK Position: Q3 2022 in Review

Northwestern Mutual Wealth Management sold out of CynergisTek, Inc. (CTEK) in Q3 2022, closing a stake of 1,667 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in CTEK in Q3 2020 and held it in 8 quarters. The position peaked at $3K in Q3 2021. 0 funds tracked by Wall St. Rank hold CTEK as of Q3 2022.

  • Northwestern Mutual Wealth Management reported no remaining CynergisTek, Inc. position as of Q3 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,667 CynergisTek, Inc. shares in Q3 2022, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in CynergisTek, Inc. in Q3 2020 and held it in 8 quarters.
  • Northwestern Mutual Wealth Management's CynergisTek, Inc. position peaked at $3K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held CynergisTek, Inc. as of Q3 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.