Delap Wealth Advisory’s Nasdaq NDAQ Stock Holding History

Delap Wealth 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
2024 Q2	–	Sell	-3,215	Closed	-$203K	–	234
2024 Q1	$203K	Buy	+3,215	New	+$186K	0.08%	245

Other funds holding NDAQ

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Delap Wealth Advisory's NDAQ Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 3,215 shares — an estimated $203K sold.

Delap Wealth Advisory first reported a position in NDAQ in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 757 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

Delap Wealth Advisory reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,215 Nasdaq shares in Q2 2024, an estimated $203K.
Delap Wealth Advisory first reported a position in Nasdaq in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Nasdaq position peaked at $203K in Q1 2024.
757 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.