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Ten Capital Wealth Advisors’s NiSource NI Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q2 		– Sell
-2,231
Closed -$62.4K – 409
2023
Q1 		$62.4K Hold
2,231
– – 0.02% 204
2022
Q4 		$61.2K Hold
2,231
– – 0.02% 162
2022
Q3 		$56K Sell
2,231
-143
-6% -$4.21K 0.03% 150
2022
Q2 		$70K Hold
2,374
– – 0.03% 134
2022
Q1 		$75K Buy
+2,374
New +$68.9K 0.03% 126

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ten Capital Wealth Advisors's NI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of NiSource (NI) in Q2 2023, closing a stake of 2,231 shares — an estimated $62.4K sold.

Ten Capital Wealth Advisors first reported a position in NI in Q1 2022 and held it in 5 quarters. The position peaked at $75K in Q1 2022. 566 funds tracked by Wall St. Rank hold NI as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining NiSource position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 2,231 NiSource shares in Q2 2023, an estimated $62.4K.
  • Ten Capital Wealth Advisors first reported a position in NiSource in Q1 2022 and held it in 5 quarters.
  • Ten Capital Wealth Advisors's NiSource position peaked at $75K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held NiSource as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.