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Selective Wealth Management’s Natural Resource Partners NRP Stock Holding History

Selective Wealth Management’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-587
Closed -$26K – 522
2022
Q3 		$26K Hold
587
– – 0.01% 392
2022
Q2 		$22K Buy
587
+117
+25% +$5.31K 0.01% 448
2022
Q1 		$20K Buy
+470
New +$17.8K 0.01% 449

Other funds holding NRP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Selective Wealth Management's NRP Position: Q4 2022 in Review

Selective Wealth Management sold out of Natural Resource Partners (NRP) in Q4 2022, closing a stake of 587 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in NRP in Q1 2022 and held it in 3 quarters. The position peaked at $26K in Q3 2022. 39 funds tracked by Wall St. Rank hold NRP as of Q4 2022.

  • Selective Wealth Management reported no remaining Natural Resource Partners position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 587 Natural Resource Partners shares in Q4 2022, an estimated $26K.
  • Selective Wealth Management first reported a position in Natural Resource Partners in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Natural Resource Partners position peaked at $26K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Natural Resource Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.