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WR Wealth Planners’s National Bankshares NKSH Stock Holding History

WR Wealth Planners’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-161
Closed -$5.07K – 949
2023
Q1 		$5.07K Buy
+161
New +$6.38K ﹤0.01% 676

Other funds holding NKSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

WR Wealth Planners's NKSH Position: Q2 2023 in Review

WR Wealth Planners sold out of National Bankshares (NKSH) in Q2 2023, closing a stake of 161 shares — an estimated $5.07K sold.

WR Wealth Planners first reported a position in NKSH in Q1 2023 and held it in 1 quarter. The position peaked at $5.07K in Q1 2023. 62 funds tracked by Wall St. Rank hold NKSH as of Q2 2023.

  • WR Wealth Planners reported no remaining National Bankshares position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 161 National Bankshares shares in Q2 2023, an estimated $5.07K.
  • WR Wealth Planners first reported a position in National Bankshares in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's National Bankshares position peaked at $5.07K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held National Bankshares as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.