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Wetzel Investment Advisors’s Northern Trust NTRS Stock Holding History

Wetzel Investment Advisors’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-146
Closed -$13K – 641
2024
Q2 		$13K Hold
146
– – 0.01% 419
2024
Q1 		$11.9K Hold
146
– – 0.01% 493
2023
Q4 		$12K Buy
+146
New +$10.8K 0.01% 483

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wetzel Investment Advisors's NTRS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Northern Trust (NTRS) in Q3 2024, closing a stake of 146 shares — an estimated $13K sold.

Wetzel Investment Advisors first reported a position in NTRS in Q4 2023 and held it in 3 quarters. The position peaked at $13K in Q2 2024. 723 funds tracked by Wall St. Rank hold NTRS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Northern Trust position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 146 Northern Trust shares in Q3 2024, an estimated $13K.
  • Wetzel Investment Advisors first reported a position in Northern Trust in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Northern Trust position peaked at $13K in Q2 2024.
  • 723 funds tracked by Wall St. Rank held Northern Trust as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.