Castle Financial & Retirement Planning Associates’s Nasdaq NDAQ Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$7K	Buy	+126	New	+$8.58K	0.02%	124

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newmark Group New York $525M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NDAQ Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Nasdaq (NDAQ) in Q4 2021: 126 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #124 among its holdings.

713 funds tracked by Wall St. Rank hold NDAQ as of Q4 2021.

Castle Financial & Retirement Planning Associates held 126 shares of Nasdaq worth $7K as of Q4 2021.
Nasdaq was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Nasdaq made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #124 holding.
713 funds tracked by Wall St. Rank held Nasdaq as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.