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Center for Financial Planning’s Nasdaq NDAQ Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-276
Closed -$9K – 526
2020
Q1 		$9K Buy
+276
New +$9.77K ﹤0.01% 347

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Capital World Investors
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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
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

Center for Financial Planning's NDAQ Position: Q2 2020 in Review

Center for Financial Planning sold out of Nasdaq (NDAQ) in Q2 2020, closing a stake of 276 shares — an estimated $9K sold.

Center for Financial Planning first reported a position in NDAQ in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 541 funds tracked by Wall St. Rank hold NDAQ as of Q2 2020.

  • Center for Financial Planning reported no remaining Nasdaq position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 276 Nasdaq shares in Q2 2020, an estimated $9K.
  • Center for Financial Planning first reported a position in Nasdaq in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Nasdaq position peaked at $9K in Q1 2020.
  • 541 funds tracked by Wall St. Rank held Nasdaq as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.