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Running Point Capital Advisors’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Running Point Capital Advisors’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,838
Closed -$100K – 151
2021
Q3 		$100K Buy
+1,838
New +$103K 0.04% 115

Other funds holding NUMG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Running Point Capital Advisors's NUMG Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q4 2021, closing a stake of 1,838 shares — an estimated $100K sold.

Running Point Capital Advisors first reported a position in NUMG in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 107 funds tracked by Wall St. Rank hold NUMG as of Q4 2021.

  • Running Point Capital Advisors reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 1,838 Nuveen ESG Mid-Cap Growth ETF shares in Q4 2021, an estimated $100K.
  • Running Point Capital Advisors first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Running Point Capital Advisors's Nuveen ESG Mid-Cap Growth ETF position peaked at $100K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.