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Forvis Mazars Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Forvis Mazars Wealth Advisors’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
2016
Q4 		– Sell
-12,465
Closed -$281K – 207
2016
Q3 		$281K Buy
12,465
+351
+3% +$8.11K 0.04% 153
2016
Q2 		$261K Buy
12,114
+1,185
+11% +$25.3K 0.04% 153
2016
Q1 		$242K Buy
+10,929
New +$225K 0.04% 158

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forvis Mazars Wealth Advisors's NDAQ Position: Q4 2016 in Review

Forvis Mazars Wealth Advisors sold out of Nasdaq (NDAQ) in Q4 2016, closing a stake of 12,465 shares — an estimated $281K sold.

Forvis Mazars Wealth Advisors first reported a position in NDAQ in Q1 2016 and held it in 3 quarters. The position peaked at $281K in Q3 2016. 464 funds tracked by Wall St. Rank hold NDAQ as of Q4 2016.

  • Forvis Mazars Wealth Advisors reported no remaining Nasdaq position as of Q4 2016 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 12,465 Nasdaq shares in Q4 2016, an estimated $281K.
  • Forvis Mazars Wealth Advisors first reported a position in Nasdaq in Q1 2016 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Nasdaq position peaked at $281K in Q3 2016.
  • 464 funds tracked by Wall St. Rank held Nasdaq as of Q4 2016.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2016, filed 6 Jan 2017.