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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
CWBKCw Bancorp
Recent Activity
New Position
0.01%
$233,220
6,500 shares@ $35.88 avg price
PRMBPrimo Brands Corp
Recent Activity
New Position
0.01%
$176,004
5,720 shares@ $30.77 avg price
TTECTtec Holdings Inc
Recent Activity
New Position
0.01%
$175,663
35,203 shares@ $5.0 avg price
BIPCBrookfield Infrastructure Corp
Recent Activity
New Position
0.01%
$116,589
2,914 shares@ $40.01 avg price
FVRFrontview Reit Inc
Recent Activity
New Position
0.01%
$73,380
4,000 shares@ $18.35 avg price
6900⤦Revelyst Inc
Recent Activity
New Position
0.01%
$61,401
3,193 shares@ $19.23 avg price
CONConcentra Group Holdings Parent Inc
Recent Activity
New Position
0.01%
$59,281
2,997 shares@ $19.79 avg price
PGYPagaya Technologies Ltd
Recent Activity
New Position
0.01%
$56,641
6,097 shares@ $9.29 avg price
CSLLYCsl Ltd
Recent Activity
New Position
0.01%
$52,536
600 shares@ $87.56 avg price
CMWAYCommonwealth Bank Of Australia
Recent Activity
New Position
0.01%
$43,047
450 shares@ $95.66 avg price