WCG Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,365
Closed -$415K 313
2023
Q3
$415K Buy
+12,365
New +$432K 0.03% 249
2023
Q2
Sell
-38,557
Closed -$1.31M 182
2023
Q1
$1.31M Sell
38,557
-18
-0% -$620 0.17% 95
2022
Q4
$1.32M Buy
38,575
+2,607
+7% +$89K 0.18% 92
2022
Q3
$1.19M Sell
35,968
-719
-2% -$24.6K 0.16% 109
2022
Q2
$1.23M Buy
+36,687
New +$1.32M 0.17% 103

Other funds holding NULV

WCG Wealth Advisors's NULV Position: Q4 2023 in Review

WCG Wealth Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2023, closing a stake of 12,365 shares — an estimated $415K sold.

WCG Wealth Advisors first reported a position in NULV in Q2 2022 and held it in 5 quarters. The position peaked at $1.32M in Q4 2022. 220 funds tracked by Wall St. Rank hold NULV as of Q4 2023.

  • WCG Wealth Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • WCG Wealth Advisors sold 12,365 Nuveen ESG Large-Cap Value ETF shares in Q4 2023, an estimated $415K.
  • WCG Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and held it in 5 quarters.
  • WCG Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $1.32M in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2023.

Based on WCG Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.