$206 Million is the total value of NIA IMPACT ADVISORS, LLC's 62 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWCH | Sell | SWITCH INCcl a | $7,779,000 | +0.9% | 252,387 | -14.2% | 3.77% | -7.8% |
| FTNT | Sell | FORTINET INC | $6,238,000 | -11.6% | 18,252 | -15.9% | 3.02% | -19.2% |
| AAPL | Sell | APPLE INC | $5,897,000 | -8.0% | 33,770 | -9.3% | 2.86% | -15.9% |
| Sell | VANECK ETF TRUSThip sustble muni | $5,608,000 | -28.6% | 119,232 | -26.2% | 2.72% | -34.8% | |
| PANW | Sell | PALO ALTO NETWORKS INC | $4,150,000 | -14.5% | 6,667 | -27.5% | 2.01% | -21.9% |
| AMRC | Sell | AMERESCO INCcl a | $3,405,000 | +32.0% | 42,834 | -10.8% | 1.65% | +20.6% |
| SPLK | Sell | SPLUNK INC | $3,175,000 | +18.5% | 21,364 | -6.1% | 1.54% | +8.3% |
| MAXN | Sell | MAXEON SOLAR TECHNOLOGIES LT | $3,163,000 | +44.8% | 218,440 | -1.1% | 1.53% | +32.4% |
| ETSY | Sell | ETSY INC | $2,726,000 | -40.9% | 21,936 | -32.0% | 1.32% | -46.0% |
| TSLA | Sell | TESLA INC | $2,497,000 | -59.0% | 2,317 | -65.6% | 1.21% | -62.5% |
| SGEN | Sell | SEAGEN INC | $2,195,000 | +11.2% | 15,240 | -3.6% | 1.06% | +1.6% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $1,770,000 | -31.3% | 6,022 | -19.2% | 0.86% | -37.3% |
| MTLS | Sell | MATERIALISE NVsponsored ads | $1,673,000 | -10.0% | 86,478 | -2.3% | 0.81% | -17.7% |
| SQ | Sell | BLOCK INCcl a | $1,307,000 | -60.0% | 9,637 | -67.9% | 0.63% | -63.4% |
| CHGG | Sell | CHEGG INC | $1,044,000 | +8.0% | 28,782 | -5.9% | 0.51% | -1.4% |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $1,029,000 | -63.5% | 6,162 | -67.8% | 0.50% | -66.6% |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $765,000 | -70.7% | 25,070 | -67.3% | 0.37% | -73.2% |
| TDOC | Sell | TELADOC HEALTH INC | $317,000 | -77.1% | 4,400 | -76.7% | 0.15% | -79.0% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $219,000 | -30.9% | 1,865 | -14.3% | 0.11% | -36.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
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 |
|---|---|
| 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 |
| 13F-HR | 2022-11-14 |
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.