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Raffa Wealth Management’s NCS Multistage Holdings NCSM Stock Holding History

Raffa Wealth Management’s Portfolio NCSM Stock Details NCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3
Closed -$34 – 892
2020
Q1 		$34 Hold
3
– – ﹤0.01% 864
2019
Q4 		$111 Hold
3
– – ﹤0.01% 742
2019
Q3 		$106 Buy
+3
New +$153 ﹤0.01% 743
2019
Q2 		– Sell
-3
Closed -$275 – 1156
2019
Q1 		$275 Hold
3
– – ﹤0.01% 716
2018
Q4 		$270 Hold
3
– – ﹤0.01% 738
2018
Q3 		$875 Hold
3
– – ﹤0.01% 674
2018
Q2 		$770 Buy
+3
New +$957 ﹤0.01% 700

Other funds holding NCSM

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Raffa Wealth Management's NCSM Position: Q2 2020 in Review

Raffa Wealth Management sold out of NCS Multistage Holdings (NCSM) in Q2 2020, closing a stake of 3 shares — an estimated $34 sold.

Raffa Wealth Management first reported a position in NCSM in Q2 2018 and held it in 7 quarters. The position peaked at $875 in Q3 2018. 34 funds tracked by Wall St. Rank hold NCSM as of Q2 2020.

  • Raffa Wealth Management reported no remaining NCS Multistage Holdings position as of Q2 2020 after selling out during the quarter.
  • Raffa Wealth Management sold 3 NCS Multistage Holdings shares in Q2 2020, an estimated $34.
  • Raffa Wealth Management first reported a position in NCS Multistage Holdings in Q2 2018 and held it in 7 quarters.
  • Raffa Wealth Management's NCS Multistage Holdings position peaked at $875 in Q3 2018.
  • 34 funds tracked by Wall St. Rank held NCS Multistage Holdings as of Q2 2020.

Based on Raffa Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2026.