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Gupta Wealth Management’s Nasdaq NDAQ Stock Holding History

Gupta 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
2015
Q3 		– Sell
-1,263
Closed -$21K – 1317
2015
Q2 		$21K Buy
+1,263
New +$21.2K 0.01% 722

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BIT
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LAM
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AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BA
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ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gupta Wealth Management's NDAQ Position: Q3 2015 in Review

Gupta Wealth Management sold out of Nasdaq (NDAQ) in Q3 2015, closing a stake of 1,263 shares — an estimated $21K sold.

Gupta Wealth Management first reported a position in NDAQ in Q2 2015 and held it in 1 quarter. The position peaked at $21K in Q2 2015. 373 funds tracked by Wall St. Rank hold NDAQ as of Q3 2015.

  • Gupta Wealth Management reported no remaining Nasdaq position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,263 Nasdaq shares in Q3 2015, an estimated $21K.
  • Gupta Wealth Management first reported a position in Nasdaq in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Nasdaq position peaked at $21K in Q2 2015.
  • 373 funds tracked by Wall St. Rank held Nasdaq as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.