TFA
NAGE

Tobias Financial Advisors’s Niagen Bioscience NAGE Stock Holding History

Tobias Financial Advisors’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,000
Closed -$8K – 305
2019
Q4 		$8K Buy
+2,000
New +$7.11K 0.01% 195

Other funds holding NAGE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Tobias Financial Advisors's NAGE Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Niagen Bioscience (NAGE) in Q1 2020, closing a stake of 2,000 shares — an estimated $8K sold.

Tobias Financial Advisors first reported a position in NAGE in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 61 funds tracked by Wall St. Rank hold NAGE as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Niagen Bioscience position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 2,000 Niagen Bioscience shares in Q1 2020, an estimated $8K.
  • Tobias Financial Advisors first reported a position in Niagen Bioscience in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Niagen Bioscience position peaked at $8K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Niagen Bioscience as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.