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Venturi Wealth Management’s Nordic American Tanker NAT Stock Holding History

Venturi Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$1.65K – 1412
2023
Q3 		$1.65K Buy
+400
New +$1.6K ﹤0.01% 1210

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Venturi Wealth Management's NAT Position: Q4 2023 in Review

Venturi Wealth Management sold out of Nordic American Tanker (NAT) in Q4 2023, closing a stake of 400 shares — an estimated $1.65K sold.

Venturi Wealth Management first reported a position in NAT in Q3 2023 and held it in 1 quarter. The position peaked at $1.65K in Q3 2023. 194 funds tracked by Wall St. Rank hold NAT as of Q4 2023.

  • Venturi Wealth Management reported no remaining Nordic American Tanker position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 400 Nordic American Tanker shares in Q4 2023, an estimated $1.65K.
  • Venturi Wealth Management first reported a position in Nordic American Tanker in Q3 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Nordic American Tanker position peaked at $1.65K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.