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Richardson Capital Management’s Northern Trust STOXX Global Broad Infrastructure ETF NFRA Stock Holding History

Richardson Capital Management’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-907
Closed -$48.5K – 171
2023
Q4 		$48.5K Buy
+907
New +$45.4K 0.05% 58

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Richardson Capital Management's NFRA Position: Q1 2024 in Review

Richardson Capital Management sold out of Northern Trust STOXX Global Broad Infrastructure ETF (NFRA) in Q1 2024, closing a stake of 907 shares — an estimated $48.5K sold.

Richardson Capital Management first reported a position in NFRA in Q4 2023 and held it in 1 quarter. The position peaked at $48.5K in Q4 2023. 104 funds tracked by Wall St. Rank hold NFRA as of Q1 2024.

  • Richardson Capital Management reported no remaining Northern Trust STOXX Global Broad Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • Richardson Capital Management sold 907 Northern Trust STOXX Global Broad Infrastructure ETF shares in Q1 2024, an estimated $48.5K.
  • Richardson Capital Management first reported a position in Northern Trust STOXX Global Broad Infrastructure ETF in Q4 2023 and held it in 1 quarter.
  • Richardson Capital Management's Northern Trust STOXX Global Broad Infrastructure ETF position peaked at $48.5K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Northern Trust STOXX Global Broad Infrastructure ETF as of Q1 2024.

Based on Richardson Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.