$176 Million is the total value of NIA IMPACT ADVISORS, LLC's 53 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVTA | Exit | INVITAE CORP | $0 | – | -10,505 | -100.0% | -0.01% | – |
| AZRE | Exit | AZURE PWR GLOBAL LTD | $0 | – | -13,058 | -100.0% | -0.02% | – |
| MTLS | Exit | MATERIALISE NVsponsored ads | $0 | – | -11,086 | -100.0% | -0.05% | – |
| WFCF | Exit | WHERE FOOD COMES FROM INC | $0 | – | -12,608 | -100.0% | -0.09% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -1,331 | -100.0% | -0.11% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -6,516 | -100.0% | -0.12% | – |
| SGEN | Exit | SEAGEN INC | $0 | – | -1,201 | -100.0% | -0.13% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -5,620 | -100.0% | -0.14% | – |
| HTUS | Exit | EXCHANGE TRADED CONCEPTS TRhull tactic us | $0 | – | -43,563 | -100.0% | -0.71% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -40,464 | -100.0% | -2.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2023 | 6.4% |
| BROOKFIELD RENEWABLE CORP | 11 | Q2 2023 | 5.7% |
| INTERNATIONAL BUSINESS MACHS | 11 | Q2 2023 | 4.6% |
| TAIWAN SEMICONDUCTOR MFG LTD | 11 | Q2 2023 | 5.4% |
| HANNON ARMSTRONG SUST INFR C | 11 | Q2 2023 | 4.4% |
| FIRST SOLAR INC | 11 | Q2 2023 | 5.6% |
| MODERNA INC | 11 | Q2 2023 | 5.5% |
| APPLE INC | 11 | Q2 2023 | 3.4% |
| STMICROELECTRONICS N V | 11 | Q2 2023 | 3.2% |
| SUNPOWER CORP | 11 | Q2 2023 | 4.3% |
View NIA IMPACT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| PX14A6G | 2024-05-08 |
| 13F-HR | 2023-08-11 |
| PX14A6G | 2023-05-16 |
| 13F-HR | 2023-05-03 |
| PX14A6G | 2023-05-03 |
| PX14A6G | 2023-05-03 |
| PX14A6G | 2023-04-27 |
| PX14A6G | 2023-04-27 |
| 13F-HR | 2023-02-09 |
| PX14A6G | 2023-01-30 |
View NIA IMPACT ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.