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Northwestern Mutual Wealth Management’s
Quad
QUAD
Stock Holding History
Northwestern Mutual Wealth Management’s Portfolio
QUAD Stock Details
QUAD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-6,500
Closed
-$32.7K
–
3641
2023
Q3
$32.7K
Hold
6,500
–
–
﹤0.01%
2128
2023
Q2
$24.4K
Hold
6,500
–
–
﹤0.01%
2246
2023
Q1
$27.9K
Hold
6,500
–
–
﹤0.01%
2149
2022
Q4
$26.5K
Hold
6,500
–
–
﹤0.01%
2139
2022
Q3
$17K
Hold
6,500
–
–
﹤0.01%
2278
2022
Q2
$18K
Hold
6,500
–
–
﹤0.01%
2304
2022
Q1
$45K
Hold
6,500
–
–
﹤0.01%
1999
2021
Q4
$26K
Hold
6,500
–
–
﹤0.01%
2223
2021
Q3
$28K
Hold
6,500
–
–
﹤0.01%
2095
2021
Q2
$27K
Hold
6,500
–
–
﹤0.01%
2075
2021
Q1
$23K
Sell
6,500
-550
-8%
-$2.62K
﹤0.01%
2005
2020
Q4
$27K
Buy
7,050
+550
+8%
+$1.69K
﹤0.01%
1853
2020
Q3
$20K
Hold
6,500
–
–
﹤0.01%
1805
2020
Q2
$21K
Hold
6,500
–
–
﹤0.01%
1696
2020
Q1
$16K
Hold
6,500
–
–
﹤0.01%
1767
2019
Q4
$30K
Sell
6,500
-139
-2%
-$869
﹤0.01%
1622
2019
Q3
$70K
Buy
6,639
+139
+2%
+$1.3K
﹤0.01%
1296
2019
Q2
$51K
Sell
6,500
-28
-0.4%
-$293
﹤0.01%
1375
2019
Q1
$78K
Hold
6,528
–
–
﹤0.01%
1185
2018
Q4
$80K
Buy
+6,528
New
+$105K
﹤0.01%
1069
2018
Q1
–
Sell
-83
Closed
-$2K
–
2393
2017
Q4
$2K
Buy
+83
New
+$1.88K
﹤0.01%
2128
Other funds holding QUAD
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$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
MVP
Miller Value Partners
Sarasota, Florida
$383M AUM
38.57%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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