Lumature Wealth Partners’s Nasdaq NDAQ Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$72.3K	Sell	1,451 -5	-0.3%	-$271	0.04%	209
2023 Q1	$79.6K	Sell	1,456 -119	-8%	-$6.88K	0.04%	198
2022 Q4	$96.6K	Sell	1,575 -114	-7%	-$7.1K	0.05%	187
2022 Q3	$96K	Sell	1,689 -114	-6%	-$6.71K	0.05%	194
2022 Q2	$92K	Sell	1,803 -996	-36%	-$52.7K	0.04%	207
2022 Q1	$166K	Sell	2,799 -3,774	-57%	-$223K	0.07%	187
2021 Q4	$460K	Buy	6,573 +501	+8%	+$34.1K	0.18%	96
2021 Q3	$391K	Buy	6,072 +693	+13%	+$43.6K	0.16%	99
2021 Q2	$315K	Buy	5,379 +1,752	+48%	+$96.4K	0.13%	107
2021 Q1	$178K	Buy	+3,627	New	+$172K	0.09%	124

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lumature Wealth Partners's NDAQ Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Nasdaq (NDAQ) stake by 0.34% in Q2 2023, selling an estimated $271 and leaving 1,451 shares worth $72.3K. The position accounts for 0.04% of the portfolio, ranked #209.

Lumature Wealth Partners first reported a position in NDAQ in Q1 2021 and has held it in 10 quarters since. The position peaked at $460K in Q4 2021. 695 funds tracked by Wall St. Rank hold NDAQ as of Q2 2023.

Lumature Wealth Partners held 1,451 shares of Nasdaq worth $72.3K as of Q2 2023.
Lumature Wealth Partners sold 5 Nasdaq shares in Q2 2023, an estimated $271.
Nasdaq made up 0.04% of Lumature Wealth Partners's portfolio in Q2 2023, its #209 holding.
Lumature Wealth Partners first reported a position in Nasdaq in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Nasdaq position peaked at $460K in Q4 2021.
695 funds tracked by Wall St. Rank held Nasdaq as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.