WPW
NBIS

Waldron Private Wealth’s Nebius Group N.V. NBIS Stock Holding History

Waldron Private Wealth’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,475
Closed -$220K – 276
2020
Q1 		$220K Buy
+6,475
New +$267K 0.02% 213

Other funds holding NBIS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Waldron Private Wealth's NBIS Position: Q2 2020 in Review

Waldron Private Wealth sold out of Nebius Group N.V. (NBIS) in Q2 2020, closing a stake of 6,475 shares — an estimated $220K sold.

Waldron Private Wealth first reported a position in NBIS in Q1 2020 and held it in 1 quarter. The position peaked at $220K in Q1 2020. 297 funds tracked by Wall St. Rank hold NBIS as of Q2 2020.

  • Waldron Private Wealth reported no remaining Nebius Group N.V. position as of Q2 2020 after selling out during the quarter.
  • Waldron Private Wealth sold 6,475 Nebius Group N.V. shares in Q2 2020, an estimated $220K.
  • Waldron Private Wealth first reported a position in Nebius Group N.V. in Q1 2020 and held it in 1 quarter.
  • Waldron Private Wealth's Nebius Group N.V. position peaked at $220K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.