B
NDAQ icon

Bellecapital’s Nasdaq NDAQ Stock Holding History

Bellecapital’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
2022
Q1 		– Sell
-6,417
Closed -$449K – 211
2021
Q4 		$449K Sell
6,417
-2,580
-29% -$176K 0.13% 126
2021
Q3 		$579K Hold
8,997
– – 0.18% 100
2021
Q2 		$527K Hold
8,997
– – 0.16% 111
2021
Q1 		$442K Hold
8,997
– – 0.14% 118
2020
Q4 		$398K Hold
8,997
– – 0.13% 132
2020
Q3 		$368K Buy
8,997
+2,169
+32% +$92.5K 0.17% 106
2020
Q2 		$272K Hold
6,828
– – 0.13% 119
2020
Q1 		$216K Buy
+6,828
New +$242K 0.14% 128

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return