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Security National Bank’s NorthWestern Energy NWE Stock Holding History

Security National Bank’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32
Closed -$1.63K – 306
2023
Q4 		$1.63K Buy
+32
New +$1.6K ﹤0.01% 288

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Security National Bank's NWE Position: Q1 2024 in Review

Security National Bank sold out of NorthWestern Energy (NWE) in Q1 2024, closing a stake of 32 shares — an estimated $1.63K sold.

Security National Bank first reported a position in NWE in Q4 2023 and held it in 1 quarter. The position peaked at $1.63K in Q4 2023. 304 funds tracked by Wall St. Rank hold NWE as of Q1 2024.

  • Security National Bank reported no remaining NorthWestern Energy position as of Q1 2024 after selling out during the quarter.
  • Security National Bank sold 32 NorthWestern Energy shares in Q1 2024, an estimated $1.63K.
  • Security National Bank first reported a position in NorthWestern Energy in Q4 2023 and held it in 1 quarter.
  • Security National Bank's NorthWestern Energy position peaked at $1.63K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.