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TD Ameritrade Investment Management’s NiSource NI Stock Holding History

TD Ameritrade Investment Management’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
2022
Q4 		– Sell
-456
Closed -$11K – 619
2022
Q3 		$11K Buy
+456
New +$13.4K ﹤0.01% 381
2020
Q3 		– Sell
-1,744
Closed -$40K – 646
2020
Q2 		$40K Buy
1,744
+492
+39% +$11.9K ﹤0.01% 335
2020
Q1 		$31K Buy
+1,252
New +$34.6K ﹤0.01% 331

Other funds holding NI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

TD Ameritrade Investment Management's NI Position: Q4 2022 in Review

TD Ameritrade Investment Management sold out of NiSource (NI) in Q4 2022, closing a stake of 456 shares — an estimated $11K sold.

TD Ameritrade Investment Management first reported a position in NI in Q1 2020 and held it in 3 quarters. The position peaked at $40K in Q2 2020. 575 funds tracked by Wall St. Rank hold NI as of Q4 2022.

  • TD Ameritrade Investment Management reported no remaining NiSource position as of Q4 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 456 NiSource shares in Q4 2022, an estimated $11K.
  • TD Ameritrade Investment Management first reported a position in NiSource in Q1 2020 and held it in 3 quarters.
  • TD Ameritrade Investment Management's NiSource position peaked at $40K in Q2 2020.
  • 575 funds tracked by Wall St. Rank held NiSource as of Q4 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.