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Alera Investment Advisors’s Nasdaq NDAQ Stock Holding History

Alera Investment Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,212
Closed -$35K – 670
2019
Q1 		$35K Hold
1,212
– – 0.02% 208
2018
Q4 		$33K Buy
+1,212
New +$34.5K 0.02% 215

Other funds holding NDAQ

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's NDAQ Position: Q2 2019 in Review

Alera Investment Advisors sold out of Nasdaq (NDAQ) in Q2 2019, closing a stake of 1,212 shares — an estimated $35K sold.

Alera Investment Advisors first reported a position in NDAQ in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q1 2019. 515 funds tracked by Wall St. Rank hold NDAQ as of Q2 2019.

  • Alera Investment Advisors reported no remaining Nasdaq position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,212 Nasdaq shares in Q2 2019, an estimated $35K.
  • Alera Investment Advisors first reported a position in Nasdaq in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Nasdaq position peaked at $35K in Q1 2019.
  • 515 funds tracked by Wall St. Rank held Nasdaq as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.