Modera Wealth Management’s Nasdaq NDAQ Stock Holding History

Modera 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
2022 Q1	–	Sell	-4,080	Closed	-$285K	–	512
2021 Q4	$285K	Buy	+4,080	New	+$278K	0.01%	434

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Modera Wealth Management's NDAQ Position: Q1 2022 in Review

Modera Wealth Management sold out of Nasdaq (NDAQ) in Q1 2022, closing a stake of 4,080 shares — an estimated $285K sold.

Modera Wealth Management first reported a position in NDAQ in Q4 2021 and held it in 1 quarter. The position peaked at $285K in Q4 2021. 677 funds tracked by Wall St. Rank hold NDAQ as of Q1 2022.

Modera Wealth Management reported no remaining Nasdaq position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 4,080 Nasdaq shares in Q1 2022, an estimated $285K.
Modera Wealth Management first reported a position in Nasdaq in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Nasdaq position peaked at $285K in Q4 2021.
677 funds tracked by Wall St. Rank held Nasdaq as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.