LIWM
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Long Island Wealth Management’s Nasdaq NDAQ Stock Holding History

Long Island 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
Q1 		– Sell
-91
Closed -$5K – 287
2023
Q4 		$5K Buy
+91
New +$4.8K ﹤0.01% 277

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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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

Long Island Wealth Management's NDAQ Position: Q1 2024 in Review

Long Island Wealth Management sold out of Nasdaq (NDAQ) in Q1 2024, closing a stake of 91 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in NDAQ in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 763 funds tracked by Wall St. Rank hold NDAQ as of Q1 2024.

  • Long Island Wealth Management reported no remaining Nasdaq position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 91 Nasdaq shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in Nasdaq in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Nasdaq position peaked at $5K in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Nasdaq as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.