Tradition Wealth Management’s NiSource NI Stock Holding History

Tradition Wealth 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
2023 Q3	–	Sell	-193	Closed	-$5K	–	1389
2023 Q2	$5K	Hold	193	–	–	﹤0.01%	1216
2023 Q1	$5K	Buy	+193	New	+$5.28K	﹤0.01%	1153

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Tradition Wealth Management's NI Position: Q3 2023 in Review

Tradition Wealth Management sold out of NiSource (NI) in Q3 2023, closing a stake of 193 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in NI in Q1 2023 and held it in 2 quarters. The position peaked at $5K in Q2 2023. 582 funds tracked by Wall St. Rank hold NI as of Q3 2023.

Tradition Wealth Management reported no remaining NiSource position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 193 NiSource shares in Q3 2023, an estimated $5K.
Tradition Wealth Management first reported a position in NiSource in Q1 2023 and held it in 2 quarters.
Tradition Wealth Management's NiSource position peaked at $5K in Q2 2023.
582 funds tracked by Wall St. Rank held NiSource as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.