WPW
NAB

Waldron Private Wealth’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Waldron Private Wealth’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,434
Closed -$165K – 512
2024
Q2 		$165K Hold
13,434
– – 0.01% 397
2024
Q1 		$153K Hold
13,434
– – 0.01% 405
2023
Q4 		$140K Buy
+13,434
New +$140K 0.01% 397

Other funds holding NAB

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $332M AUM 31.97% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Waldron Private Wealth's NAB Position: Q3 2024 in Review

Waldron Private Wealth sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q3 2024, closing a stake of 13,434 shares — an estimated $165K sold.

Waldron Private Wealth first reported a position in NAB in Q4 2023 and held it in 3 quarters. The position peaked at $165K in Q2 2024. 6 funds tracked by Wall St. Rank hold NAB as of Q3 2024.

  • Waldron Private Wealth reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q3 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 13,434 NATL AUSTRALIA BK LTD ADS5 shares in Q3 2024, an estimated $165K.
  • Waldron Private Wealth first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q4 2023 and held it in 3 quarters.
  • Waldron Private Wealth's NATL AUSTRALIA BK LTD ADS5 position peaked at $165K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q3 2024.

Based on Waldron Private Wealth's 13F filing for Q3 2024, filed 21 Oct 2024.