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Nicolet Bankshares shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Nicolet Bankshares (NIC) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Nicolet Bankshares

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All positions including Nicolet Bankshares held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nicolet Bankshares by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $541k 5.7k 95.63
2024-06-30 $466k 5.6k 83.03
2024-03-31 $520k 6.1k 85.98
2023-09-30 $376k 5.4k 69.77
2022-03-31 $219k 2.3k 93.51
2021-12-31 $235k 2.7k 85.67

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Nicolet Bankshares

BlackRock
BlackRock
Nicolet Bankshares
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Manufacturers Life Insurance Company
Henderson Group
Northern Trust
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Bridgeway Capital Management

View all funds holding Nicolet Bankshares