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Crewe Advisors’s Nasdaq NDAQ Stock Holding History

Crewe Advisors’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 		– Sell
-505
Closed -$36.9K – 751
2024
Q3 		$36.9K Hold
505
– – ﹤0.01% 330
2024
Q2 		$30.4K Buy
505
+314
+164% +$19K ﹤0.01% 470
2024
Q1 		$12.1K Buy
+191
New +$11.1K ﹤0.01% 596
2023
Q4 		– Sell
-11
Closed -$535 – 599
2023
Q3 		$535 Sell
11
-6
-35% -$304 ﹤0.01% 385
2023
Q2 		$848 Sell
17
-286
-94% -$15.5K ﹤0.01% 593
2023
Q1 		$16.6K Sell
303
-90
-23% -$5.2K ﹤0.01% 466
2022
Q4 		$24.1K Sell
393
-379
-49% -$23.6K ﹤0.01% 385
2022
Q3 		$44K Buy
772
+163
+27% +$9.59K 0.01% 330
2022
Q2 		$31K Buy
+609
New +$32.2K 0.01% 351
2020
Q4 		– Sell
-141
Closed -$6K – 582
2020
Q3 		$6K Buy
+141
New +$6.01K ﹤0.01% 332

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return