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Burt Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Burt Wealth 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
Q1 		– Sell
-186
Closed -$8K – 260
2020
Q4 		$8K Hold
186
– – ﹤0.01% 293
2020
Q3 		$8K Hold
186
– – ﹤0.01% 291
2020
Q2 		$7K Hold
186
– – ﹤0.01% 281
2020
Q1 		$6K Buy
+186
New +$6.59K ﹤0.01% 300

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Burt Wealth Advisors's NDAQ Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Nasdaq (NDAQ) in Q1 2021, closing a stake of 186 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in NDAQ in Q1 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2020. 590 funds tracked by Wall St. Rank hold NDAQ as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Nasdaq position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 186 Nasdaq shares in Q1 2021, an estimated $8K.
  • Burt Wealth Advisors first reported a position in Nasdaq in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Nasdaq position peaked at $8K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held Nasdaq as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.