SeaCrest Wealth Management’s NiSource NI Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-1,625	Closed	-$48K	–	1180
2022 Q2	$48K	Buy	+1,625	New	+$49.2K	0.01%	1139
2019 Q2	–	Sell	-266	Closed	-$8K	–	1371
2019 Q1	$8K	Hold	266	–	–	﹤0.01%	1602
2018 Q4	$7K	Buy	266 +37	+16%	+$954	﹤0.01%	1603
2018 Q3	$6K	Hold	229	–	–	﹤0.01%	1807
2018 Q2	$6K	Hold	229	–	–	﹤0.01%	1774
2018 Q1	$5K	Hold	229	–	–	﹤0.01%	1795
2017 Q4	$6K	Buy	+229	New	+$6.08K	﹤0.01%	1766

Other funds holding NI

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

SeaCrest Wealth Management's NI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of NiSource (NI) in Q3 2022, closing a stake of 1,625 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in NI in Q4 2017 and held it in 7 quarters. The position peaked at $48K in Q2 2022. 543 funds tracked by Wall St. Rank hold NI as of Q3 2022.

SeaCrest Wealth Management reported no remaining NiSource position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,625 NiSource shares in Q3 2022, an estimated $48K.
SeaCrest Wealth Management first reported a position in NiSource in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's NiSource position peaked at $48K in Q2 2022.
543 funds tracked by Wall St. Rank held NiSource as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.