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WealthPLAN Partners’s NMI Holdings NMIH Stock Holding History

WealthPLAN Partners’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-384
Closed -$8.57K – 1349
2023
Q1 		$8.57K Buy
+384
New +$8.61K ﹤0.01% 897

Other funds holding NMIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WealthPLAN Partners's NMIH Position: Q2 2023 in Review

WealthPLAN Partners sold out of NMI Holdings (NMIH) in Q2 2023, closing a stake of 384 shares — an estimated $8.57K sold.

WealthPLAN Partners first reported a position in NMIH in Q1 2023 and held it in 1 quarter. The position peaked at $8.57K in Q1 2023. 235 funds tracked by Wall St. Rank hold NMIH as of Q2 2023.

  • WealthPLAN Partners reported no remaining NMI Holdings position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 384 NMI Holdings shares in Q2 2023, an estimated $8.57K.
  • WealthPLAN Partners first reported a position in NMI Holdings in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's NMI Holdings position peaked at $8.57K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held NMI Holdings as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.