WFI
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West Family Investments’s NiSource NI Stock Holding History

West Family Investments’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,941
Closed -$205K – 241
2022
Q2 		$205K Sell
6,941
-239
-3% -$7.24K 0.08% 208
2022
Q1 		$228K Buy
+7,180
New +$208K 0.06% 240

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

West Family Investments's NI Position: Q3 2022 in Review

West Family Investments sold out of NiSource (NI) in Q3 2022, closing a stake of 6,941 shares — an estimated $205K sold.

West Family Investments first reported a position in NI in Q1 2022 and held it in 2 quarters. The position peaked at $228K in Q1 2022. 544 funds tracked by Wall St. Rank hold NI as of Q3 2022.

  • West Family Investments reported no remaining NiSource position as of Q3 2022 after selling out during the quarter.
  • West Family Investments sold 6,941 NiSource shares in Q3 2022, an estimated $205K.
  • West Family Investments first reported a position in NiSource in Q1 2022 and held it in 2 quarters.
  • West Family Investments's NiSource position peaked at $228K in Q1 2022.
  • 544 funds tracked by Wall St. Rank held NiSource as of Q3 2022.

Based on West Family Investments's 13F filing for Q3 2022, filed 4 Nov 2022.