WealthShield Partners’s NLI Holdings NL Stock Holding History

WealthShield Partners’s Portfolio NL Stock Details NL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-311	Closed	-$2K	–	1015
2021 Q1	$2K	Buy	+311	New	+$1.75K	﹤0.01%	1064

Other funds holding NL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthShield Partners's NL Position: Q2 2021 in Review

WealthShield Partners sold out of NLI Holdings (NL) in Q2 2021, closing a stake of 311 shares — an estimated $2K sold.

WealthShield Partners first reported a position in NL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 52 funds tracked by Wall St. Rank hold NL as of Q2 2021.

WealthShield Partners reported no remaining NLI Holdings position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 311 NLI Holdings shares in Q2 2021, an estimated $2K.
WealthShield Partners first reported a position in NLI Holdings in Q1 2021 and held it in 1 quarter.
WealthShield Partners's NLI Holdings position peaked at $2K in Q1 2021.
52 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.