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Nicholas Financial shares owned by Price Wealth Management

Quarter-by-quarter ownership of Nicholas Financial shares owned by Price Wealth Management from 13F filings

Historical chart of Price Wealth Management investment in Nicholas Financial

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All positions including Nicholas Financial held by Price Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nicholas Financial by Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $436k 60k 7.27
2020-06-30 $463k 60k 7.72
2020-03-31 $350k 60k 5.83
2019-12-31 $494k 60k 8.23
2019-09-30 $540k 60k 9.00
2019-06-30 $564k 60k 9.40
2019-03-31 $540k 60k 9.00
2018-12-31 $624k 60k 10.40

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Vanguard Index Fds Real Estate Etf Uie (VNQ)
Ishares Tr Core S&p500 Etf Uie (IVV)
Ishares Tr Core S&p Scp Etf Uie (IJR)
Schwab Strategic Tr Us Lcap Va Etf Uie (SCHV)
Vanguard Specialized Funds Div App Etf Uie (VIG)
Ishares Tr Msci Emg Mkt Etf Uie (EEM)
Vanguard Index Fds Small Cp Etf Uie (VB)
Ishares Tr Msci Eafe Etf Uie (EFA)
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA)
Ishares Tr Eafe Sml Cp Etf Uie (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO)
Apple (AAPL)
Amazon (AMZN)

View all positions for Price Wealth Management

Top funds holding Nicholas Financial

Caldwell Sutter Capital

View all funds holding Nicholas Financial