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Financial Advocates Investment Management’s Nasdaq NDAQ Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-4,196
Closed -$265K – 799
2024
Q1 		$265K Buy
4,196
+10
+0.2% +$579 0.02% 630
2023
Q4 		$243K Buy
+4,186
New +$221K 0.02% 635
2021
Q3 		– Sell
-5,775
Closed -$338K – 774
2021
Q2 		$338K Buy
+5,775
New +$318K 0.02% 579

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $408B AUM 30.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Financial Advocates Investment Management's NDAQ Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 4,196 shares — an estimated $265K sold.

Financial Advocates Investment Management first reported a position in NDAQ in Q2 2021 and held it in 3 quarters. The position peaked at $338K in Q2 2021. 756 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,196 Nasdaq shares in Q2 2024, an estimated $265K.
  • Financial Advocates Investment Management first reported a position in Nasdaq in Q2 2021 and held it in 3 quarters.
  • Financial Advocates Investment Management's Nasdaq position peaked at $338K in Q2 2021.
  • 756 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.