Ruedi Wealth Management’s Northern Trust NTRS Stock Holding History

Ruedi Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-107	Closed	-$9.47K	–	278
2022 Q4	$9.47K	Buy	+107	New	+$9.37K	0.01%	143

Other funds holding NTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ruedi Wealth Management's NTRS Position: Q1 2023 in Review

Ruedi Wealth Management sold out of Northern Trust (NTRS) in Q1 2023, closing a stake of 107 shares — an estimated $9.47K sold.

Ruedi Wealth Management first reported a position in NTRS in Q4 2022 and held it in 1 quarter. The position peaked at $9.47K in Q4 2022. 665 funds tracked by Wall St. Rank hold NTRS as of Q1 2023.

Ruedi Wealth Management reported no remaining Northern Trust position as of Q1 2023 after selling out during the quarter.
Ruedi Wealth Management sold 107 Northern Trust shares in Q1 2023, an estimated $9.47K.
Ruedi Wealth Management first reported a position in Northern Trust in Q4 2022 and held it in 1 quarter.
Ruedi Wealth Management's Northern Trust position peaked at $9.47K in Q4 2022.
665 funds tracked by Wall St. Rank held Northern Trust as of Q1 2023.

Based on Ruedi Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.