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Jeppson Wealth Management’s Nasdaq NDAQ Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-750
Closed -$31K – 333
2020
Q3 		$31K Buy
+750
New +$32K 0.02% 283

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Capital Research Global Investors
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jeppson Wealth Management's NDAQ Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Nasdaq (NDAQ) in Q4 2020, closing a stake of 750 shares — an estimated $31K sold.

Jeppson Wealth Management first reported a position in NDAQ in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 589 funds tracked by Wall St. Rank hold NDAQ as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Nasdaq position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 750 Nasdaq shares in Q4 2020, an estimated $31K.
  • Jeppson Wealth Management first reported a position in Nasdaq in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Nasdaq position peaked at $31K in Q3 2020.
  • 589 funds tracked by Wall St. Rank held Nasdaq as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.