Simplicity Wealth’s NiSource NI Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-18,023	Closed	-$519K	–	962
2024 Q2	$519K	Sell	18,023 -1,043	-5%	-$29.4K	0.01%	744
2024 Q1	$527K	Buy	+19,066	New	+$501K	0.01%	715

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Simplicity Wealth's NI Position: Q3 2024 in Review

Simplicity Wealth sold out of NiSource (NI) in Q3 2024, closing a stake of 18,023 shares — an estimated $519K sold.

Simplicity Wealth first reported a position in NI in Q1 2024 and held it in 2 quarters. The position peaked at $527K in Q1 2024. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

Simplicity Wealth reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 18,023 NiSource shares in Q3 2024, an estimated $519K.
Simplicity Wealth first reported a position in NiSource in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's NiSource position peaked at $527K in Q1 2024.
685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.