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Bleakley Financial Group’s Nasdaq NDAQ Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-4,622
Closed -$357K – 817
2024
Q4 		$357K Buy
4,622
+61
+1% +$4.72K 0.01% 727
2024
Q3 		$333K Buy
4,561
+58
+1% +$3.96K 0.01% 731
2024
Q2 		$271K Sell
4,503
-30
-0.7% -$1.82K 0.01% 783
2024
Q1 		$286K Sell
4,533
-87
-2% -$5.03K 0.01% 774
2023
Q4 		$269K Buy
4,620
+429
+10% +$22.6K 0.01% 767
2023
Q3 		$204K Sell
4,191
-684
-14% -$34.7K 0.01% 799
2023
Q2 		$243K Sell
4,875
-1,419
-23% -$76.9K 0.01% 785
2023
Q1 		$344K Sell
6,294
-881
-12% -$50.9K 0.01% 668
2022
Q4 		$440K Buy
+7,175
New +$447K 0.02% 586

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
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return