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Optimum Investment Advisors’s NiSource NI Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-500
Closed -$15K – 856
2022
Q2 		$15K Hold
500
– – 0.01% 553
2022
Q1 		$16K Sell
500
-50
-9% -$1.45K 0.01% 590
2021
Q4 		$15K Hold
550
– – 0.01% 632
2021
Q3 		$13K Hold
550
– – 0.01% 649
2021
Q2 		$13K Hold
550
– – ﹤0.01% 721
2021
Q1 		$13K Hold
550
– – ﹤0.01% 733
2020
Q4 		$13K Sell
550
-1,500
-73% -$35.1K ﹤0.01% 690
2020
Q3 		$45K Sell
2,050
-675
-25% -$15.7K 0.02% 456
2020
Q2 		$62K Buy
2,725
+650
+31% +$15.7K 0.02% 401
2020
Q1 		$52K Sell
2,075
-1,175
-36% -$32.5K 0.02% 421
2019
Q4 		$90K Sell
3,250
-100
-3% -$2.74K 0.03% 407
2019
Q3 		$100K Sell
3,350
-100
-3% -$2.93K 0.03% 379
2019
Q2 		$99K Hold
3,450
– – 0.03% 381
2019
Q1 		$99K Sell
3,450
-385
-10% -$10.4K 0.03% 380
2018
Q4 		$97K Sell
3,835
-1,050
-21% -$27.1K 0.03% 361
2018
Q3 		$122K Hold
4,885
– – 0.03% 373
2018
Q2 		$128K Sell
4,885
-165
-3% -$4.04K 0.04% 365
2018
Q1 		$121K Buy
+5,050
New +$120K 0.04% 372
2015
Q1 		$265K Hold
15,270
– – 0.08% 238
2014
Q4 		$255K Hold
15,270
– – 0.08% 232
2014
Q3 		$246K Hold
15,270
– – 0.08% 220
2014
Q2 		$236K Hold
15,270
– – 0.08% 236
2014
Q1 		$213K Sell
15,270
-255
-2% -$3.45K 0.08% 216
2013
Q4 		$201K Hold
15,525
– – 0.08% 215
2013
Q3 		$188K Buy
+15,525
New +$184K 0.08% 206

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Optimum Investment Advisors's NI Position: Q3 2022 in Review

Optimum Investment Advisors sold out of NiSource (NI) in Q3 2022, closing a stake of 500 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in NI in Q3 2013 and held it in 25 quarters. The position peaked at $265K in Q1 2015. 543 funds tracked by Wall St. Rank hold NI as of Q3 2022.

  • Optimum Investment Advisors reported no remaining NiSource position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 NiSource shares in Q3 2022, an estimated $15K.
  • Optimum Investment Advisors first reported a position in NiSource in Q3 2013 and held it in 25 quarters.
  • Optimum Investment Advisors's NiSource position peaked at $265K in Q1 2015.
  • 543 funds tracked by Wall St. Rank held NiSource as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.