Smith Salley Wealth Management’s Nordic American Tanker NAT Stock Holding History

Smith Salley Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-34,500	Closed	-$73K	–	228
2022 Q2	$73K	Sell	34,500 -8,000	-19%	-$19.1K	0.01%	222
2022 Q1	$91K	Hold	42,500	–	–	0.01%	233
2021 Q4	$72K	Sell	42,500 -2,500	-6%	-$5.37K	0.01%	250
2021 Q3	$115K	Hold	45,000	–	–	0.01%	246
2021 Q2	$148K	Buy	+45,000	New	+$152K	0.01%	242

Other funds holding NAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Smith Salley Wealth Management's NAT Position: Q3 2022 in Review

Smith Salley Wealth Management sold out of Nordic American Tanker (NAT) in Q3 2022, closing a stake of 34,500 shares — an estimated $73K sold.

Smith Salley Wealth Management first reported a position in NAT in Q2 2021 and held it in 5 quarters. The position peaked at $148K in Q2 2021. 166 funds tracked by Wall St. Rank hold NAT as of Q3 2022.

Smith Salley Wealth Management reported no remaining Nordic American Tanker position as of Q3 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 34,500 Nordic American Tanker shares in Q3 2022, an estimated $73K.
Smith Salley Wealth Management first reported a position in Nordic American Tanker in Q2 2021 and held it in 5 quarters.
Smith Salley Wealth Management's Nordic American Tanker position peaked at $148K in Q2 2021.
166 funds tracked by Wall St. Rank held Nordic American Tanker as of Q3 2022.

Based on Smith Salley Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.