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Cahaba Wealth Management’s Nasdaq NDAQ Stock Holding History

Cahaba Wealth Management’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
-3,570
Closed -$250K – 146
2021
Q4 		$250K Sell
3,570
-75
-2% -$5.11K 0.03% 127
2021
Q3 		$234K Buy
+3,645
New +$229K 0.03% 124

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cahaba Wealth Management's NDAQ Position: Q1 2022 in Review

Cahaba Wealth Management sold out of Nasdaq (NDAQ) in Q1 2022, closing a stake of 3,570 shares — an estimated $250K sold.

Cahaba Wealth Management first reported a position in NDAQ in Q3 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 677 funds tracked by Wall St. Rank hold NDAQ as of Q1 2022.

  • Cahaba Wealth Management reported no remaining Nasdaq position as of Q1 2022 after selling out during the quarter.
  • Cahaba Wealth Management sold 3,570 Nasdaq shares in Q1 2022, an estimated $250K.
  • Cahaba Wealth Management first reported a position in Nasdaq in Q3 2021 and held it in 2 quarters.
  • Cahaba Wealth Management's Nasdaq position peaked at $250K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Nasdaq as of Q1 2022.

Based on Cahaba Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.