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Liberty Wealth Management’s Nasdaq NDAQ Stock Holding History

Liberty 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
Q3 		– Sell
-195
Closed -$8K – 921
2020
Q2 		$8K Hold
195
– – 0.01% 528
2020
Q1 		$6K Sell
195
-429
-69% -$15.2K 0.01% 548
2019
Q4 		$22K Hold
624
– – 0.02% 403
2019
Q3 		$21K Buy
+624
New +$20.7K 0.02% 393

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's NDAQ Position: Q3 2020 in Review

Liberty Wealth Management sold out of Nasdaq (NDAQ) in Q3 2020, closing a stake of 195 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in NDAQ in Q3 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 584 funds tracked by Wall St. Rank hold NDAQ as of Q3 2020.

  • Liberty Wealth Management reported no remaining Nasdaq position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 195 Nasdaq shares in Q3 2020, an estimated $8K.
  • Liberty Wealth Management first reported a position in Nasdaq in Q3 2019 and held it in 4 quarters.
  • Liberty Wealth Management's Nasdaq position peaked at $22K in Q4 2019.
  • 584 funds tracked by Wall St. Rank held Nasdaq as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.