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Financial Management Professionals’s Nasdaq NDAQ Stock Holding History

Financial Management Professionals’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
2025
Q3 		– Sell
-18
Closed -$1.61K – 1021
2025
Q2 		$1.61K Buy
+18
New +$1.44K ﹤0.01% 773
2023
Q3 		– Sell
-157
Closed -$8K – 994
2023
Q2 		$8K Sell
157
-72
-31% -$3.9K ﹤0.01% 585
2023
Q1 		$13K Buy
229
+43
+23% +$2.48K ﹤0.01% 518
2022
Q4 		$11K Hold
186
– – ﹤0.01% 482
2022
Q3 		$11K Hold
186
– – ﹤0.01% 462
2022
Q2 		$9K Buy
186
+48
+35% +$2.54K ﹤0.01% 522
2022
Q1 		$8K Hold
138
– – ﹤0.01% 569
2021
Q4 		$10K Hold
138
– – ﹤0.01% 485
2021
Q3 		$9K Hold
138
– – ﹤0.01% 503
2021
Q2 		$8K Hold
138
– – ﹤0.01% 437
2021
Q1 		$7K Hold
138
– – ﹤0.01% 430
2020
Q4 		$6K Hold
138
– – ﹤0.01% 425
2020
Q3 		$6K Hold
138
– – ﹤0.01% 380
2020
Q2 		$5K Buy
+138
New +$5.14K ﹤0.01% 392

Other funds holding NDAQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return