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CA Family Wealth’s Nasdaq NDAQ Stock Holding History

CA Family Wealth’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
2020
Q1 		$217K Sell
6,855
-4,041
-37% -$143K 0.23% 32
2019
Q4 		$389K Buy
+10,896
New +$371K 0.26% 35

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

CA Family Wealth's NDAQ Position: Q1 2020 in Review

CA Family Wealth reduced its Nasdaq (NDAQ) stake by 37% in Q1 2020, selling an estimated $143K and leaving 6,855 shares worth $217K. The position accounts for 0.23% of the portfolio, ranked #32.

CA Family Wealth first reported a position in NDAQ in Q4 2019 and has held it in 2 quarters since. The position peaked at $389K in Q4 2019. 535 funds tracked by Wall St. Rank hold NDAQ as of Q1 2020.

  • CA Family Wealth held 6,855 shares of Nasdaq worth $217K as of Q1 2020.
  • CA Family Wealth sold 4,041 Nasdaq shares in Q1 2020, an estimated $143K.
  • Nasdaq made up 0.23% of CA Family Wealth's portfolio in Q1 2020, its #32 holding.
  • CA Family Wealth first reported a position in Nasdaq in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Nasdaq position peaked at $389K in Q4 2019.
  • 535 funds tracked by Wall St. Rank held Nasdaq as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.