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Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$25.786BTotal holdings3006
Assets growth rate52.63%Assets growth rate (2-Q avg)29.44%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3006 positions.

Assets under management

The assets under management (AUM) of Nisa Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 25.786B in assets, with a quarterly growth rate of 52.63% and a 2-quarter average growth rate of 29.44%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CTLTCatalent Inc
Recent Activity
Exited
0%
$661,970
10,929 shares@ $60.58 avg price
STIPIshares 0-5 Year Tips Bond Etf
Recent Activity
Exited
0%
$496,468
4,900 shares@ $101.32 avg price
SRCLStericycle Inc
Recent Activity
Exited
0%
$443,409
7,269 shares@ $61.0 avg price
SQSPSquarespace Inc
Recent Activity
Exited
0%
$433,192
9,330 shares@ $46.44 avg price
FROFrontline Plc
Recent Activity
Exited
0%
$340,465
14,900 shares@ $22.85 avg price
GOGrocery Outlet Holding Corp
Recent Activity
Exited
0%
$180,765
10,300 shares@ $17.55 avg price
PRFTPerficient Inc
Recent Activity
Exited
0%
$145,299
1,925 shares@ $75.48 avg price
AANAaron's Co Inc The
Recent Activity
Exited
0%
$127,247
12,630 shares@ $10.08 avg price
VSTOVista Outdoor Inc
Recent Activity
Exited
0%
$124,788
3,185 shares@ $39.18 avg price
BIPCBrookfield Infrastructure Corp
Recent Activity
Exited
0%
$121,343
2,794 shares@ $43.43 avg price