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Curated Wealth Partners’s Nasdaq NDAQ Stock Holding History

Curated Wealth Partners’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
2023
Q1 		– Sell
-3,277
Closed -$201K – 138
2022
Q4 		$201K Sell
3,277
-263
-7% -$16.4K 0.05% 125
2022
Q3 		$200K Buy
+3,540
New +$208K 0.06% 121
2022
Q2 		– Sell
-4,707
Closed -$329K – 153
2022
Q1 		$329K Hold
4,707
– – 0.11% 101
2021
Q4 		$329K Buy
+4,707
New +$321K 0.11% 104

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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curated Wealth Partners's NDAQ Position: Q1 2023 in Review

Curated Wealth Partners sold out of Nasdaq (NDAQ) in Q1 2023, closing a stake of 3,277 shares — an estimated $201K sold.

Curated Wealth Partners first reported a position in NDAQ in Q4 2021 and held it in 4 quarters. The position peaked at $329K in Q1 2022. 686 funds tracked by Wall St. Rank hold NDAQ as of Q1 2023.

  • Curated Wealth Partners reported no remaining Nasdaq position as of Q1 2023 after selling out during the quarter.
  • Curated Wealth Partners sold 3,277 Nasdaq shares in Q1 2023, an estimated $201K.
  • Curated Wealth Partners first reported a position in Nasdaq in Q4 2021 and held it in 4 quarters.
  • Curated Wealth Partners's Nasdaq position peaked at $329K in Q1 2022.
  • 686 funds tracked by Wall St. Rank held Nasdaq as of Q1 2023.

Based on Curated Wealth Partners's 13F filing for Q1 2023, filed 27 Apr 2023.