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Cyndeo Wealth Partners’s Nasdaq NDAQ Stock Holding History

Cyndeo 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
2024
Q1 		– Sell
-26,550
Closed -$1.54M – 393
2023
Q4 		$1.54M Sell
26,550
-313
-1% -$16.5K 0.14% 162
2023
Q3 		$1.31M Buy
26,863
+190
+0.7% +$9.63K 0.14% 159
2023
Q2 		$1.33M Sell
26,673
-3,155
-11% -$171K 0.14% 154
2023
Q1 		$1.63M Buy
29,828
+1,246
+4% +$72K 0.18% 143
2022
Q4 		$1.75M Buy
+28,582
New +$1.78M 0.21% 133

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Cyndeo Wealth Partners's NDAQ Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Nasdaq (NDAQ) in Q1 2024, closing a stake of 26,550 shares — an estimated $1.54M sold.

Cyndeo Wealth Partners first reported a position in NDAQ in Q4 2022 and held it in 5 quarters. The position peaked at $1.75M in Q4 2022. 766 funds tracked by Wall St. Rank hold NDAQ as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining Nasdaq position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 26,550 Nasdaq shares in Q1 2024, an estimated $1.54M.
  • Cyndeo Wealth Partners first reported a position in Nasdaq in Q4 2022 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Nasdaq position peaked at $1.75M in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Nasdaq as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.