EWM
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Evermay Wealth Management’s Nasdaq NDAQ Stock Holding History

Evermay 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
2023
Q4 		– Sell
-70
Closed -$3.4K – 688
2023
Q3 		$3.4K Buy
70
+40
+133% +$2.03K ﹤0.01% 483
2023
Q2 		$1.5K Buy
+30
New +$1.63K ﹤0.01% 506

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Evermay Wealth Management's NDAQ Position: Q4 2023 in Review

Evermay Wealth Management sold out of Nasdaq (NDAQ) in Q4 2023, closing a stake of 70 shares — an estimated $3.4K sold.

Evermay Wealth Management first reported a position in NDAQ in Q2 2023 and held it in 2 quarters. The position peaked at $3.4K in Q3 2023. 726 funds tracked by Wall St. Rank hold NDAQ as of Q4 2023.

  • Evermay Wealth Management reported no remaining Nasdaq position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 70 Nasdaq shares in Q4 2023, an estimated $3.4K.
  • Evermay Wealth Management first reported a position in Nasdaq in Q2 2023 and held it in 2 quarters.
  • Evermay Wealth Management's Nasdaq position peaked at $3.4K in Q3 2023.
  • 726 funds tracked by Wall St. Rank held Nasdaq as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.