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CFS Investment Advisory Services’s Nasdaq NDAQ Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-246,450
Closed – – 422
2022
Q1 		$0 Buy
+246,450
New +$14.6M ﹤0.01% 506

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Capital World Investors
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Capital Research Global Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CFS Investment Advisory Services's NDAQ Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Nasdaq (NDAQ) in Q2 2022, closing a stake of 246,450 shares.

CFS Investment Advisory Services first reported a position in NDAQ in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 643 funds tracked by Wall St. Rank hold NDAQ as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Nasdaq position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 246,450 Nasdaq shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in Nasdaq in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Nasdaq position peaked at $0 in Q1 2022.
  • 643 funds tracked by Wall St. Rank held Nasdaq as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.