Institutional & Family Asset Management’s Nasdaq NDAQ Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-129	Closed	-$8.14K	–	771
2024 Q1	$8.14K	Hold	129	–	–	﹤0.01%	437
2023 Q4	$7.5K	Hold	129	–	–	﹤0.01%	427
2023 Q3	$6.27K	Hold	129	–	–	﹤0.01%	435
2023 Q2	$6.43K	Hold	129	–	–	﹤0.01%	438
2023 Q1	$7.05K	Hold	129	–	–	﹤0.01%	421
2022 Q4	$7.91K	Hold	129	–	–	﹤0.01%	400
2022 Q3	$7K	Hold	129	–	–	﹤0.01%	428
2022 Q2	$7K	Hold	129	–	–	﹤0.01%	442
2022 Q1	$8K	Hold	129	–	–	﹤0.01%	473
2021 Q4	$9K	Hold	129	–	–	﹤0.01%	461
2021 Q3	$8K	Hold	129	–	–	﹤0.01%	586
2021 Q2	$8K	Hold	129	–	–	﹤0.01%	638
2021 Q1	$6K	Hold	129	–	–	﹤0.01%	660
2020 Q4	$6K	Hold	129	–	–	﹤0.01%	618
2020 Q3	$5K	Hold	129	–	–	﹤0.01%	593
2020 Q2	$5K	Hold	129	–	–	﹤0.01%	579
2020 Q1	$4K	Hold	129	–	–	﹤0.01%	563
2019 Q4	$5K	Hold	129	–	–	﹤0.01%	602
2019 Q3	$4K	Hold	129	–	–	﹤0.01%	599
2019 Q2	$4K	Hold	129	–	–	﹤0.01%	628
2019 Q1	$4K	Hold	129	–	–	﹤0.01%	629
2018 Q4	$4K	Hold	129	–	–	﹤0.01%	614
2018 Q3	$4K	Hold	129	–	–	﹤0.01%	645
2018 Q2	$4K	Hold	129	–	–	﹤0.01%	638
2018 Q1	$4K	Buy	+129	New	+$3.48K	﹤0.01%	625

Other funds holding NDAQ

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Institutional & Family Asset Management's NDAQ Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 129 shares — an estimated $8.14K sold.

Institutional & Family Asset Management first reported a position in NDAQ in Q1 2018 and held it in 25 quarters. The position peaked at $9K in Q4 2021. 757 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

Institutional & Family Asset Management reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 129 Nasdaq shares in Q2 2024, an estimated $8.14K.
Institutional & Family Asset Management first reported a position in Nasdaq in Q1 2018 and held it in 25 quarters.
Institutional & Family Asset Management's Nasdaq position peaked at $9K in Q4 2021.
757 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.