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Doyle Wealth Management’s Nasdaq NDAQ Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-1,941
Closed -$62K – 550
2019
Q2 		$62K Buy
+1,941
New +$59.5K 0.01% 324
2019
Q1 		– Sell
-1,866
Closed -$51K – 536
2018
Q4 		$51K Buy
+1,866
New +$53.2K 0.01% 351

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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Doyle Wealth Management's NDAQ Position: Q3 2019 in Review

Doyle Wealth Management sold out of Nasdaq (NDAQ) in Q3 2019, closing a stake of 1,941 shares — an estimated $62K sold.

Doyle Wealth Management first reported a position in NDAQ in Q4 2018 and held it in 2 quarters. The position peaked at $62K in Q2 2019. 515 funds tracked by Wall St. Rank hold NDAQ as of Q3 2019.

  • Doyle Wealth Management reported no remaining Nasdaq position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,941 Nasdaq shares in Q3 2019, an estimated $62K.
  • Doyle Wealth Management first reported a position in Nasdaq in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Nasdaq position peaked at $62K in Q2 2019.
  • 515 funds tracked by Wall St. Rank held Nasdaq as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.