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Janiczek Wealth Management’s Nasdaq NDAQ Stock Holding History

Janiczek 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
2024
Q2 		$7.77K Hold
129
– – ﹤0.01% 686
2024
Q1 		$8.14K Hold
129
– – ﹤0.01% 708
2023
Q4 		$7.5K Sell
129
-138
-52% -$7.28K ﹤0.01% 705
2023
Q3 		$13K Buy
+267
New +$13.5K ﹤0.01% 592
2020
Q3 		– Sell
-84
Closed -$3K – 698
2020
Q2 		$3K Buy
+84
New +$3.13K ﹤0.01% 248

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janiczek Wealth Management's NDAQ Position: Q2 2024 in Review

Janiczek Wealth Management held its Nasdaq (NDAQ) position steady in Q2 2024 at 129 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Janiczek Wealth Management first reported a position in NDAQ in Q2 2020 and has held it in 5 quarters since. The position peaked at $13K in Q3 2023. 754 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

  • Janiczek Wealth Management held 129 shares of Nasdaq worth $7.77K as of Q2 2024.
  • Janiczek Wealth Management left its Nasdaq share count unchanged in Q2 2024.
  • Nasdaq made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #686 holding.
  • Janiczek Wealth Management first reported a position in Nasdaq in Q2 2020 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Nasdaq position peaked at $13K in Q3 2023.
  • 754 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.