CSat Investment Advisory’s Nasdaq NDAQ Stock Holding History

CSat Investment Advisory’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 Q1	$51K	Buy	1,029 +60	+6%	+$2.85K	0.04%	188
2020 Q4	$43K	Sell	969 -29,565	-97%	-$1.25M	0.04%	176
2020 Q3	$1.25M	Buy	30,534 +2,877	+10%	+$123K	0.11%	87
2020 Q2	$1.1M	Sell	27,657 -576	-2%	-$21.4K	0.13%	78
2020 Q1	$894K	Sell	28,233 -3,501	-11%	-$124K	0.19%	77
2019 Q4	$1.13M	Sell	31,734 -2,103	-6%	-$71.7K	0.3%	65
2019 Q3	$1.12M	Sell	33,837 -1,152	-3%	-$38.3K	0.35%	56
2019 Q2	$1.12M	Sell	34,989 -819	-2%	-$25.1K	0.4%	52
2019 Q1	$1.04M	Sell	35,808 -21,735	-38%	-$619K	0.53%	48
2018 Q4	$1.56M	Sell	57,543 -10,383	-15%	-$296K	0.93%	24
2018 Q3	$1.94M	Sell	67,926 -6,261	-8%	-$193K	1.11%	21
2018 Q2	$2.26M	Buy	+74,187	New	+$2.23M	1.2%	20

Other funds holding NDAQ

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CSat Investment Advisory's NDAQ Position: Q1 2021 in Review

CSat Investment Advisory increased its Nasdaq (NDAQ) stake by 6.2% in Q1 2021, buying an estimated $2.85K and bringing the position to 1,029 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #188.

CSat Investment Advisory first reported a position in NDAQ in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.26M in Q2 2018. 591 funds tracked by Wall St. Rank hold NDAQ as of Q1 2021.

CSat Investment Advisory held 1,029 shares of Nasdaq worth $51K as of Q1 2021.
CSat Investment Advisory bought 60 Nasdaq shares in Q1 2021, an estimated $2.85K.
Nasdaq made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #188 holding.
CSat Investment Advisory first reported a position in Nasdaq in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Nasdaq position peaked at $2.26M in Q2 2018.
591 funds tracked by Wall St. Rank held Nasdaq as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.