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Marshall Financial Group (Maryland)’s Nasdaq NDAQ Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-17,133
Closed -$1.08M – 183
2024
Q1 		$1.08M Buy
17,133
+1,395
+9% +$80.7K 0.31% 87
2023
Q4 		$915K Buy
15,738
+828
+6% +$43.7K 0.3% 90
2023
Q3 		$724K Buy
14,910
+17
+0.1% +$861 0.26% 98
2023
Q2 		$742K Buy
14,893
+586
+4% +$31.7K 0.25% 104
2023
Q1 		$782K Sell
14,307
-1,470
-9% -$84.9K 0.28% 95
2022
Q4 		$968K Buy
15,777
+826
+6% +$51.5K 0.38% 95
2022
Q3 		$847K Sell
14,951
-43
-0.3% -$2.53K 0.36% 87
2022
Q2 		$762K Buy
+14,994
New +$793K 0.3% 111

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Marshall Financial Group (Maryland)'s NDAQ Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 17,133 shares — an estimated $1.08M sold.

Marshall Financial Group (Maryland) first reported a position in NDAQ in Q2 2022 and held it in 8 quarters. The position peaked at $1.08M in Q1 2024. 757 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

  • Marshall Financial Group (Maryland) reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 17,133 Nasdaq shares in Q2 2024, an estimated $1.08M.
  • Marshall Financial Group (Maryland) first reported a position in Nasdaq in Q2 2022 and held it in 8 quarters.
  • Marshall Financial Group (Maryland)'s Nasdaq position peaked at $1.08M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.