PFGIA
NUMV icon

Patriot Financial Group Insurance Agency’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-101
Closed -$3K – 1420
2022
Q2 		$3K Buy
101
+48
+91% +$1.62K ﹤0.01% 1655
2022
Q1 		$2K Buy
+53
New +$1.89K ﹤0.01% 1865

Other funds holding NUMV

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NUMV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG Mid-Cap Value ETF (NUMV) in Q3 2022, closing a stake of 101 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in NUMV in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 99 funds tracked by Wall St. Rank hold NUMV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 101 Nuveen ESG Mid-Cap Value ETF shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG Mid-Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen ESG Mid-Cap Value ETF position peaked at $3K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.