Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Pro-Dex PDEX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-263
Closed -$5.17K – 3781
2024
Q2 		$5.17K Buy
+263
New +$4.97K ﹤0.01% 2854

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BlackRock
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's PDEX Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Pro-Dex (PDEX) in Q3 2024, closing a stake of 263 shares — an estimated $5.17K sold.

Northwestern Mutual Wealth Management first reported a position in PDEX in Q2 2024 and held it in 1 quarter. The position peaked at $5.17K in Q2 2024. 24 funds tracked by Wall St. Rank hold PDEX as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Pro-Dex position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 263 Pro-Dex shares in Q3 2024, an estimated $5.17K.
  • Northwestern Mutual Wealth Management first reported a position in Pro-Dex in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Pro-Dex position peaked at $5.17K in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.