UCFA
NPKI

United Capital Financial Advisors’s NPK International NPKI Stock Holding History

United Capital Financial Advisors’s Portfolio NPKI Stock Details NPKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,324
Closed -$151K – 1085
2022
Q4 		$151K Buy
36,324
+14
+0% +$51 ﹤0.01% 1000
2022
Q3 		$92K Sell
36,310
-67
-0.2% -$197 ﹤0.01% 1056
2022
Q2 		$112K Sell
36,377
-70
-0.2% -$268 ﹤0.01% 1085
2022
Q1 		$133K Buy
36,447
+147
+0.4% +$546 ﹤0.01% 1126
2021
Q4 		$107K Sell
36,300
-1,000
-3% -$3.21K ﹤0.01% 1176
2021
Q3 		$123K Buy
37,300
+990
+3% +$2.8K ﹤0.01% 1167
2021
Q2 		$126K Sell
36,310
-30
-0.1% -$102 ﹤0.01% 1193
2021
Q1 		$114K Buy
36,340
+40
+0.1% +$123 ﹤0.01% 1158
2020
Q4 		$70K Hold
36,300
– – ﹤0.01% 1164
2020
Q3 		$38K Hold
36,300
– – ﹤0.01% 1137
2020
Q2 		$81K Buy
36,300
+20,000
+123% +$33.9K ﹤0.01% 1149
2020
Q1 		$15K Buy
+16,300
New +$61.1K ﹤0.01% 1171

Other funds holding NPKI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's NPKI Position: Q1 2023 in Review

United Capital Financial Advisors sold out of NPK International (NPKI) in Q1 2023, closing a stake of 36,324 shares — an estimated $151K sold.

United Capital Financial Advisors first reported a position in NPKI in Q1 2020 and held it in 12 quarters. The position peaked at $151K in Q4 2022. 118 funds tracked by Wall St. Rank hold NPKI as of Q1 2023.

  • United Capital Financial Advisors reported no remaining NPK International position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 36,324 NPK International shares in Q1 2023, an estimated $151K.
  • United Capital Financial Advisors first reported a position in NPK International in Q1 2020 and held it in 12 quarters.
  • United Capital Financial Advisors's NPK International position peaked at $151K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held NPK International as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.