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Graves Light Lenhart Wealth’s Nasdaq NDAQ Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-498
Closed -$25K – 422
2022
Q2 		$25K Hold
498
– – ﹤0.01% 391
2022
Q1 		$30K Hold
498
– – ﹤0.01% 417
2021
Q4 		$35K Hold
498
– – 0.01% 459
2021
Q3 		$32K Hold
498
– – 0.01% 429
2021
Q2 		$29K Hold
498
– – ﹤0.01% 450
2021
Q1 		$24K Hold
498
– – ﹤0.01% 477
2020
Q4 		$22K Buy
+498
New +$21.1K ﹤0.01% 474

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Graves Light Lenhart Wealth's NDAQ Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Nasdaq (NDAQ) in Q3 2022, closing a stake of 498 shares — an estimated $25K sold.

Graves Light Lenhart Wealth first reported a position in NDAQ in Q4 2020 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 682 funds tracked by Wall St. Rank hold NDAQ as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Nasdaq position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 498 Nasdaq shares in Q3 2022, an estimated $25K.
  • Graves Light Lenhart Wealth first reported a position in Nasdaq in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Nasdaq position peaked at $35K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Nasdaq as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.