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Cassady Schiller Wealth Management’s Nasdaq NDAQ Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.09K Buy
27
+26
+2,600% +$2.01K ﹤0.01% 565
2024
Q3 		$73 Hold
1
– – ﹤0.01% 462
2024
Q2 		$60 Hold
1
– – ﹤0.01% 466
2024
Q1 		$63 Buy
+1
New +$58 ﹤0.01% 493
2022
Q1 		– Sell
-15
Closed -$1K – 419
2021
Q4 		$1K Buy
+15
New +$1.02K ﹤0.01% 483

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Cassady Schiller Wealth Management's NDAQ Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Nasdaq (NDAQ) stake by 2,600% in Q4 2024, buying an estimated $2.01K and bringing the position to 27 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Cassady Schiller Wealth Management first reported a position in NDAQ in Q4 2021 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold NDAQ as of Q4 2024.

  • Cassady Schiller Wealth Management held 27 shares of Nasdaq worth $2.09K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 26 Nasdaq shares in Q4 2024, an estimated $2.01K.
  • Nasdaq made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #565 holding.
  • Cassady Schiller Wealth Management first reported a position in Nasdaq in Q4 2021 and has held it in 5 quarters since.
  • 906 funds tracked by Wall St. Rank held Nasdaq as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.