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Pacific Capital Wealth Advisors’s Nomura Holdings NMR Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio NMR Stock Details NMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-981
Closed -$5.67K – 571
2024
Q2 		$5.67K Buy
+981
New +$5.81K ﹤0.01% 376

Other funds holding NMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's NMR Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Nomura Holdings (NMR) in Q3 2024, closing a stake of 981 shares — an estimated $5.67K sold.

Pacific Capital Wealth Advisors first reported a position in NMR in Q2 2024 and held it in 1 quarter. The position peaked at $5.67K in Q2 2024. 210 funds tracked by Wall St. Rank hold NMR as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Nomura Holdings position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 981 Nomura Holdings shares in Q3 2024, an estimated $5.67K.
  • Pacific Capital Wealth Advisors first reported a position in Nomura Holdings in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Nomura Holdings position peaked at $5.67K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Nomura Holdings as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.