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Ruedi Wealth Management’s Natural Resource Partners NRP Stock Holding History

Ruedi Wealth Management’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-550
Closed -$49.3K – 453
2024
Q2 		$49.3K Hold
550
– – 0.02% 86
2024
Q1 		$50.6K Buy
+550
New +$50.9K 0.02% 85

Other funds holding NRP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ruedi Wealth Management's NRP Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Natural Resource Partners (NRP) in Q3 2024, closing a stake of 550 shares — an estimated $49.3K sold.

Ruedi Wealth Management first reported a position in NRP in Q1 2024 and held it in 2 quarters. The position peaked at $50.6K in Q1 2024. 61 funds tracked by Wall St. Rank hold NRP as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Natural Resource Partners position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 550 Natural Resource Partners shares in Q3 2024, an estimated $49.3K.
  • Ruedi Wealth Management first reported a position in Natural Resource Partners in Q1 2024 and held it in 2 quarters.
  • Ruedi Wealth Management's Natural Resource Partners position peaked at $50.6K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Natural Resource Partners as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.