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Oak Harvest Investment Services’s Nasdaq NDAQ Stock Holding History

Oak Harvest Investment Services’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
Q4 		– Sell
-9,000
Closed -$657K – 169
2024
Q3 		$657K Sell
9,000
-19,449
-68% -$1.33M 0.09% 106
2024
Q2 		$1.71M Buy
+28,449
New +$1.72M 0.27% 73

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TB
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Oak Harvest Investment Services's NDAQ Position: Q4 2024 in Review

Oak Harvest Investment Services sold out of Nasdaq (NDAQ) in Q4 2024, closing a stake of 9,000 shares — an estimated $657K sold.

Oak Harvest Investment Services first reported a position in NDAQ in Q2 2024 and held it in 2 quarters. The position peaked at $1.71M in Q2 2024. 903 funds tracked by Wall St. Rank hold NDAQ as of Q4 2024.

  • Oak Harvest Investment Services reported no remaining Nasdaq position as of Q4 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 9,000 Nasdaq shares in Q4 2024, an estimated $657K.
  • Oak Harvest Investment Services first reported a position in Nasdaq in Q2 2024 and held it in 2 quarters.
  • Oak Harvest Investment Services's Nasdaq position peaked at $1.71M in Q2 2024.
  • 903 funds tracked by Wall St. Rank held Nasdaq as of Q4 2024.

Based on Oak Harvest Investment Services's 13F filing for Q4 2024, filed 23 Jan 2025.