Sargent Bickham Lagudis’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Sargent Bickham Lagudis’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$85.3K	Buy	2,648 +2	+0.1%	+$65	0.01%	363
2022 Q3	$80K	Buy	2,646 +353	+15%	+$11.8K	0.01%	345
2022 Q2	$73K	Hold	2,293	–	–	0.01%	360
2022 Q1	$88K	Buy	2,293 +99	+5%	+$3.76K	0.01%	352
2021 Q4	$91K	Buy	2,194 +64	+3%	+$2.71K	0.01%	347
2021 Q3	$86K	Hold	2,130	–	–	0.01%	357
2021 Q2	$85K	Hold	2,130	–	–	0.01%	364
2021 Q1	$80K	Buy	+2,130	New	+$77.4K	0.01%	362

Other funds holding NULC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Architects Mountain View, California $1.12B AUM 24.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's NULC Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Nuveen ESG Large-Cap ETF (NULC) stake by 0.08% in Q4 2022, buying an estimated $65 and bringing the position to 2,648 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #363.

Sargent Bickham Lagudis first reported a position in NULC in Q1 2021 and has held it in 8 quarters since. The position peaked at $91K in Q4 2021. 15 funds tracked by Wall St. Rank hold NULC as of Q4 2022.

Sargent Bickham Lagudis held 2,648 shares of Nuveen ESG Large-Cap ETF worth $85.3K as of Q4 2022.
Sargent Bickham Lagudis bought 2 Nuveen ESG Large-Cap ETF shares in Q4 2022, an estimated $65.
Nuveen ESG Large-Cap ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #363 holding.
Sargent Bickham Lagudis first reported a position in Nuveen ESG Large-Cap ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's Nuveen ESG Large-Cap ETF position peaked at $91K in Q4 2021.
15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.