Aviso Wealth Management’s Nasdaq NDAQ Stock Holding History

Aviso Wealth Management’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
2024 Q1	–	Sell	-6,340	Closed	-$369K	–	154
2023 Q4	$369K	Buy	+6,340	New	+$334K	0.27%	92

Other funds holding NDAQ

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Aviso Wealth Management's NDAQ Position: Q1 2024 in Review

Aviso Wealth Management sold out of Nasdaq (NDAQ) in Q1 2024, closing a stake of 6,340 shares — an estimated $369K sold.

Aviso Wealth Management first reported a position in NDAQ in Q4 2023 and held it in 1 quarter. The position peaked at $369K in Q4 2023. 764 funds tracked by Wall St. Rank hold NDAQ as of Q1 2024.

Aviso Wealth Management reported no remaining Nasdaq position as of Q1 2024 after selling out during the quarter.
Aviso Wealth Management sold 6,340 Nasdaq shares in Q1 2024, an estimated $369K.
Aviso Wealth Management first reported a position in Nasdaq in Q4 2023 and held it in 1 quarter.
Aviso Wealth Management's Nasdaq position peaked at $369K in Q4 2023.
764 funds tracked by Wall St. Rank held Nasdaq as of Q1 2024.

Based on Aviso Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.