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Townsend Asset Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Townsend Asset Management’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,320
Closed -$112K – 204
2022
Q2 		$112K Hold
2,320
– – 0.06% 149
2022
Q1 		$141K Hold
2,320
– – 0.07% 148
2021
Q4 		$159K Sell
2,320
-165
-7% -$11.6K 0.08% 148
2021
Q3 		$163K Hold
2,485
– – 0.09% 143
2021
Q2 		$160K Buy
+2,485
New +$152K 0.09% 144

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Townsend Asset Management's NULG Position: Q3 2022 in Review

Townsend Asset Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2022, closing a stake of 2,320 shares — an estimated $112K sold.

Townsend Asset Management first reported a position in NULG in Q2 2021 and held it in 5 quarters. The position peaked at $163K in Q3 2021. 127 funds tracked by Wall St. Rank hold NULG as of Q3 2022.

  • Townsend Asset Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Townsend Asset Management sold 2,320 Nuveen ESG Large-Cap Growth ETF shares in Q3 2022, an estimated $112K.
  • Townsend Asset Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 5 quarters.
  • Townsend Asset Management's Nuveen ESG Large-Cap Growth ETF position peaked at $163K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2022.

Based on Townsend Asset Management's 13F filing for Q3 2022, filed 2 Nov 2022.