VCWA
NM

Vanguard Capital Wealth Advisors’s Navios Maritime Holdings Inc. NM Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,937
Closed -$49.9K – 161
2023
Q3 		$49.9K Sell
24,937
-1,177
-5% -$2.06K 0.05% 128
2023
Q2 		$42.8K Sell
26,114
-18
-0.1% -$32 0.04% 134
2023
Q1 		$47.3K Sell
26,132
-3,988
-13% -$8.3K 0.05% 122
2022
Q4 		$52.7K Sell
30,120
-12,100
-29% -$23.2K 0.06% 116
2022
Q3 		$80K Sell
42,220
-4,800
-10% -$10.6K 0.1% 104
2022
Q2 		$100K Sell
47,020
-14,000
-23% -$45.6K 0.11% 115
2022
Q1 		$221K Buy
+61,020
New +$218K 0.16% 122

Other funds holding NM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vanguard Capital Wealth Advisors's NM Position: Q4 2023 in Review

Vanguard Capital Wealth Advisors sold out of Navios Maritime Holdings Inc. (NM) in Q4 2023, closing a stake of 24,937 shares — an estimated $49.9K sold.

Vanguard Capital Wealth Advisors first reported a position in NM in Q1 2022 and held it in 7 quarters. The position peaked at $221K in Q1 2022. 1 fund tracked by Wall St. Rank holds NM as of Q4 2023.

  • Vanguard Capital Wealth Advisors reported no remaining Navios Maritime Holdings Inc. position as of Q4 2023 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 24,937 Navios Maritime Holdings Inc. shares in Q4 2023, an estimated $49.9K.
  • Vanguard Capital Wealth Advisors first reported a position in Navios Maritime Holdings Inc. in Q1 2022 and held it in 7 quarters.
  • Vanguard Capital Wealth Advisors's Navios Maritime Holdings Inc. position peaked at $221K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.