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Safeguard Investment Advisory Group’s NiSource NI Stock Holding History

Safeguard Investment Advisory Group’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-266
Closed -$6K – 480
2020
Q4 		$6K Buy
+266
New +$6.22K 0.01% 500

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State Street
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Deutsche Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Investment Advisory Group's NI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of NiSource (NI) in Q1 2021, closing a stake of 266 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in NI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 487 funds tracked by Wall St. Rank hold NI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining NiSource position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 266 NiSource shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in NiSource in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's NiSource position peaked at $6K in Q4 2020.
  • 487 funds tracked by Wall St. Rank held NiSource as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.