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OLIO Financial Planning’s National Bankshares NKSH Stock Holding History

OLIO Financial Planning’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,703
Closed -$218K – 57
2023
Q3 		$218K Buy
+8,703
New +$241K 0.1% 49

Other funds holding NKSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

OLIO Financial Planning's NKSH Position: Q4 2023 in Review

OLIO Financial Planning sold out of National Bankshares (NKSH) in Q4 2023, closing a stake of 8,703 shares — an estimated $218K sold.

OLIO Financial Planning first reported a position in NKSH in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 65 funds tracked by Wall St. Rank hold NKSH as of Q4 2023.

  • OLIO Financial Planning reported no remaining National Bankshares position as of Q4 2023 after selling out during the quarter.
  • OLIO Financial Planning sold 8,703 National Bankshares shares in Q4 2023, an estimated $218K.
  • OLIO Financial Planning first reported a position in National Bankshares in Q3 2023 and held it in 1 quarter.
  • OLIO Financial Planning's National Bankshares position peaked at $218K in Q3 2023.
  • 65 funds tracked by Wall St. Rank held National Bankshares as of Q4 2023.

Based on OLIO Financial Planning's 13F filing for Q4 2023, filed 10 Jan 2024.