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Pacific Capital Wealth Advisors’s NiSource NI Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-216
Closed -$5.97K – 633
2024
Q1 		$5.97K Buy
+216
New +$5.68K ﹤0.01% 287

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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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's NI Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of NiSource (NI) in Q2 2024, closing a stake of 216 shares — an estimated $5.97K sold.

Pacific Capital Wealth Advisors first reported a position in NI in Q1 2024 and held it in 1 quarter. The position peaked at $5.97K in Q1 2024. 636 funds tracked by Wall St. Rank hold NI as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining NiSource position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 216 NiSource shares in Q2 2024, an estimated $5.97K.
  • Pacific Capital Wealth Advisors first reported a position in NiSource in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's NiSource position peaked at $5.97K in Q1 2024.
  • 636 funds tracked by Wall St. Rank held NiSource as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.