Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s NextTrip NTRP Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NTRP Stock Details NTRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$16 – 3917
2024
Q3 		$16 Buy
+5
New +$14 ﹤0.01% 3555

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SS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $48.5M AUM 23.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's NTRP Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of NextTrip (NTRP) in Q4 2024, closing a stake of 5 shares — an estimated $16 sold.

Northwestern Mutual Wealth Management first reported a position in NTRP in Q3 2024 and held it in 1 quarter. The position peaked at $16 in Q3 2024. 7 funds tracked by Wall St. Rank hold NTRP as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining NextTrip position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5 NextTrip shares in Q4 2024, an estimated $16.
  • Northwestern Mutual Wealth Management first reported a position in NextTrip in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's NextTrip position peaked at $16 in Q3 2024.
  • 7 funds tracked by Wall St. Rank held NextTrip as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.