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FWG Investments’s Nasdaq NDAQ Stock Holding History

FWG Investments’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
-4,211
Closed -$307K – 137
2024
Q3 		$307K Buy
4,211
+179
+4% +$12.2K 0.27% 85
2024
Q2 		$243K Buy
4,032
+74
+2% +$4.48K 0.25% 92
2024
Q1 		$250K Buy
3,958
+354
+10% +$20.5K 0.27% 88
2023
Q4 		$210K Buy
+3,604
New +$190K 0.26% 96

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 $5.72T 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 $75B AUM 11.27% 1-Year Est. Return

FWG Investments's NDAQ Position: Q4 2024 in Review

FWG Investments sold out of Nasdaq (NDAQ) in Q4 2024, closing a stake of 4,211 shares — an estimated $307K sold.

FWG Investments first reported a position in NDAQ in Q4 2023 and held it in 4 quarters. The position peaked at $307K in Q3 2024. 904 funds tracked by Wall St. Rank hold NDAQ as of Q4 2024.

  • FWG Investments reported no remaining Nasdaq position as of Q4 2024 after selling out during the quarter.
  • FWG Investments sold 4,211 Nasdaq shares in Q4 2024, an estimated $307K.
  • FWG Investments first reported a position in Nasdaq in Q4 2023 and held it in 4 quarters.
  • FWG Investments's Nasdaq position peaked at $307K in Q3 2024.
  • 904 funds tracked by Wall St. Rank held Nasdaq as of Q4 2024.

Based on FWG Investments's 13F filing for Q4 2024, filed 14 May 2025.