Northwestern Mutual Wealth Management
USBC

Northwestern Mutual Wealth Management’s USBC Inc USBC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-34
Closed -$344 – 3580
2023
Q3 		$344 Buy
+34
New +$1.02K ﹤0.01% 3143

Other funds holding USBC

Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of USBC Inc (USBC) in Q4 2023, closing a stake of 34 shares — an estimated $344 sold.

Northwestern Mutual Wealth Management first reported a position in USBC in Q3 2023 and held it in 1 quarter. The position peaked at $344 in Q3 2023. 28 funds tracked by Wall St. Rank hold USBC as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining USBC Inc position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 34 USBC Inc shares in Q4 2023, an estimated $344.
  • Northwestern Mutual Wealth Management first reported a position in USBC Inc in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's USBC Inc position peaked at $344 in Q3 2023.
  • 28 funds tracked by Wall St. Rank held USBC Inc as of Q4 2023.

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