FWM
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Focused Wealth Management’s Nasdaq NDAQ Stock Holding History

Focused 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
2024
Q4 		– Sell
-473
Closed -$3.55M – 238
2024
Q3 		$3.55M Buy
+473
New +$32.3K 0.48% 35
2024
Q1 		– Sell
-100
Closed -$5.81K – 674
2023
Q4 		$5.81K Hold
100
– – ﹤0.01% 637
2023
Q3 		$4.86K Hold
100
– – ﹤0.01% 646
2023
Q2 		$4.99K Hold
100
– – ﹤0.01% 664
2023
Q1 		$5.47K Buy
100
+25
+33% +$1.45K ﹤0.01% 651
2022
Q4 		$4.6K Hold
75
– – ﹤0.01% 672
2022
Q3 		$4K Sell
75
-15
-17% -$882 ﹤0.01% 665
2022
Q2 		$5K Buy
90
+15
+20% +$794 ﹤0.01% 614
2022
Q1 		$4K Buy
+75
New +$4.44K ﹤0.01% 712

Other funds holding NDAQ

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
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return