WSTAM
NAGE

Wilbanks Smith & Thomas Asset Management’s Niagen Bioscience NAGE Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,000
Closed -$86K – 1348
2018
Q3 		$86K Buy
+20,000
New +$86K 0.01% 577

Other funds holding NAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NAGE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Niagen Bioscience (NAGE) in Q4 2018, closing a stake of 20,000 shares — an estimated $86K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NAGE in Q3 2018 and held it in 1 quarter. The position peaked at $86K in Q3 2018. 61 funds tracked by Wall St. Rank hold NAGE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Niagen Bioscience position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 20,000 Niagen Bioscience shares in Q4 2018, an estimated $86K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Niagen Bioscience in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Niagen Bioscience position peaked at $86K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held Niagen Bioscience as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.