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Berman Capital Advisors’s Nasdaq NDAQ Stock Holding History

Berman Capital 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
2021
Q3 		$84K Buy
1,317
+282
+27% +$17.8K 0.01% 495
2021
Q2 		$60K Buy
1,035
+18
+2% +$991 0.01% 518
2021
Q1 		$50K Buy
1,017
+105
+12% +$4.99K 0.01% 479
2020
Q4 		$40K Hold
912
– – 0.01% 469
2020
Q3 		$37K Sell
912
-18
-2% -$768 0.01% 423
2020
Q2 		$36K Buy
930
+210
+29% +$7.82K 0.01% 401
2020
Q1 		$22K Buy
720
+105
+17% +$3.72K 0.01% 471
2019
Q4 		$21K Hold
615
– – 0.01% 523
2019
Q3 		$20K Sell
615
-57
-8% -$1.9K 0.01% 508
2019
Q2 		$21K Sell
672
-57
-8% -$1.75K 0.01% 504
2019
Q1 		$21K Hold
729
– – 0.01% 443
2018
Q4 		$19K Buy
+729
New +$20.8K 0.01% 395

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 $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berman Capital Advisors's NDAQ Position: Q3 2021 in Review

Berman Capital Advisors increased its Nasdaq (NDAQ) stake by 27% in Q3 2021, buying an estimated $17.8K and bringing the position to 1,317 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #495.

Berman Capital Advisors first reported a position in NDAQ in Q4 2018 and has held it in 12 quarters since. 614 funds tracked by Wall St. Rank hold NDAQ as of Q3 2021.

  • Berman Capital Advisors held 1,317 shares of Nasdaq worth $84K as of Q3 2021.
  • Berman Capital Advisors bought 282 Nasdaq shares in Q3 2021, an estimated $17.8K.
  • Nasdaq made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #495 holding.
  • Berman Capital Advisors first reported a position in Nasdaq in Q4 2018 and has held it in 12 quarters since.
  • 614 funds tracked by Wall St. Rank held Nasdaq as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.