One Wealth Advisors’s NiSource NI Stock Holding History

One Wealth Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-576	Closed	-$15.8K	–	459
2022 Q4	$15.8K	Buy	+576	New	+$15.1K	﹤0.01%	565

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

One Wealth Advisors's NI Position: Q1 2023 in Review

One Wealth Advisors sold out of NiSource (NI) in Q1 2023, closing a stake of 576 shares — an estimated $15.8K sold.

One Wealth Advisors first reported a position in NI in Q4 2022 and held it in 1 quarter. The position peaked at $15.8K in Q4 2022. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

One Wealth Advisors reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 576 NiSource shares in Q1 2023, an estimated $15.8K.
One Wealth Advisors first reported a position in NiSource in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's NiSource position peaked at $15.8K in Q4 2022.
589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.