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Phocas Financial Corp’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Phocas Financial Corp’s Portfolio NULV Stock Details NULV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-425
Closed -$14.6K – 267
2022
Q4 		$14.6K Buy
+425
New +$14.5K ﹤0.01% 290

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JP Morgan Chase
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Morgan Stanley
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Phocas Financial Corp's NULV Position: Q1 2023 in Review

Phocas Financial Corp sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2023, closing a stake of 425 shares — an estimated $14.6K sold.

Phocas Financial Corp first reported a position in NULV in Q4 2022 and held it in 1 quarter. The position peaked at $14.6K in Q4 2022. 197 funds tracked by Wall St. Rank hold NULV as of Q1 2023.

  • Phocas Financial Corp reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 425 Nuveen ESG Large-Cap Value ETF shares in Q1 2023, an estimated $14.6K.
  • Phocas Financial Corp first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's Nuveen ESG Large-Cap Value ETF position peaked at $14.6K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.