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Procyon Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Procyon Advisors’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-232
Closed -$6K – 758
2020
Q2 		$6K Hold
232
– – ﹤0.01% 765
2020
Q1 		$5K Hold
232
– – ﹤0.01% 731
2019
Q4 		$7K Buy
+232
New +$6.98K ﹤0.01% 741

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Procyon Advisors's NUSC Position: Q3 2020 in Review

Procyon Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2020, closing a stake of 232 shares — an estimated $6K sold.

Procyon Advisors first reported a position in NUSC in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 83 funds tracked by Wall St. Rank hold NUSC as of Q3 2020.

  • Procyon Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 232 Nuveen ESG Small-Cap ETF shares in Q3 2020, an estimated $6K.
  • Procyon Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Nuveen ESG Small-Cap ETF position peaked at $7K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.