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SOA Wealth Advisors’s nVent Electric NVT Stock Holding History

SOA Wealth Advisors’s Portfolio NVT Stock Details NVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$1K – 1002
2022
Q3 		$1K Hold
40
– – ﹤0.01% 789
2022
Q2 		$1K Sell
40
-44
-52% -$1.5K ﹤0.01% 772
2022
Q1 		$2K Hold
84
– – ﹤0.01% 813
2021
Q4 		$3K Hold
84
– – ﹤0.01% 737
2021
Q3 		$2K Buy
84
+44
+110% +$1.43K ﹤0.01% 792
2021
Q2 		$1K Hold
40
– – ﹤0.01% 836
2021
Q1 		$1K Hold
40
– – ﹤0.01% 781
2020
Q4 		$0 Buy
+40
New +$843 ﹤0.01% 858

Other funds holding NVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SOA Wealth Advisors's NVT Position: Q4 2022 in Review

SOA Wealth Advisors sold out of nVent Electric (NVT) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in NVT in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 457 funds tracked by Wall St. Rank hold NVT as of Q4 2022.

  • SOA Wealth Advisors reported no remaining nVent Electric position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 40 nVent Electric shares in Q4 2022, an estimated $1K.
  • SOA Wealth Advisors first reported a position in nVent Electric in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's nVent Electric position peaked at $3K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held nVent Electric as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.