Outlook Wealth Advisors’s NCS Multistage Holdings NCSM Stock Holding History

Outlook Wealth Advisors’s Portfolio NCSM Stock Details NCSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-523	Closed	-$6K	–	188
2020 Q3	$6K	Hold	523	–	–	﹤0.01%	164
2020 Q2	$6K	Hold	523	–	–	﹤0.01%	159
2020 Q1	$7K	Buy	+523	New	+$14.7K	﹤0.01%	153
2019 Q4	–	Sell	-523	Closed	-$21K	–	154
2019 Q3	$21K	Hold	523	–	–	0.01%	161
2019 Q2	$37K	Buy	+523	New	+$39K	0.02%	151
2019 Q1	–	Sell	-105	Closed	-$107K	–	167
2018 Q4	$107K	Buy	+105	New	+$20.2K	0.05%	172

Other funds holding NCSM

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Outlook Wealth Advisors's NCSM Position: Q4 2020 in Review

Outlook Wealth Advisors sold out of NCS Multistage Holdings (NCSM) in Q4 2020, closing a stake of 523 shares — an estimated $6K sold.

Outlook Wealth Advisors first reported a position in NCSM in Q4 2018 and held it in 6 quarters. The position peaked at $107K in Q4 2018. 15 funds tracked by Wall St. Rank hold NCSM as of Q4 2020.

Outlook Wealth Advisors reported no remaining NCS Multistage Holdings position as of Q4 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 523 NCS Multistage Holdings shares in Q4 2020, an estimated $6K.
Outlook Wealth Advisors first reported a position in NCS Multistage Holdings in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's NCS Multistage Holdings position peaked at $107K in Q4 2018.
15 funds tracked by Wall St. Rank held NCS Multistage Holdings as of Q4 2020.

Based on Outlook Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.