Optimum Investment Advisors’s Nasdaq NDAQ Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-1,800	Closed	-$102K	–	808
2022 Q3	$102K	Hold	1,800	–	–	0.05%	269
2022 Q2	$92K	Hold	1,800	–	–	0.05%	299
2022 Q1	$107K	Hold	1,800	–	–	0.05%	308
2021 Q4	$126K	Hold	1,800	–	–	0.05%	304
2021 Q3	$116K	Hold	1,800	–	–	0.05%	310
2021 Q2	$105K	Hold	1,800	–	–	0.03%	369
2021 Q1	$88K	Hold	1,800	–	–	0.03%	395
2020 Q4	$80K	Hold	1,800	–	–	0.02%	398
2020 Q3	$74K	Hold	1,800	–	–	0.02%	378
2020 Q2	$72K	Hold	1,800	–	–	0.03%	371
2020 Q1	$57K	Hold	1,800	–	–	0.02%	401
2019 Q4	$64K	Hold	1,800	–	–	0.02%	470
2019 Q3	$60K	Hold	1,800	–	–	0.02%	475
2019 Q2	$58K	Hold	1,800	–	–	0.02%	478
2019 Q1	$52K	Hold	1,800	–	–	0.02%	496
2018 Q4	$49K	Hold	1,800	–	–	0.02%	481
2018 Q3	$51K	Hold	1,800	–	–	0.01%	528
2018 Q2	$55K	Hold	1,800	–	–	0.02%	515
2018 Q1	$52K	Buy	+1,800	New	+$48.6K	0.02%	518
2015 Q1	$36K	Hold	2,100	–	–	0.01%	571
2014 Q4	$34K	Hold	2,100	–	–	0.01%	594
2014 Q3	$30K	Buy	+2,100	New	+$29.5K	0.01%	569

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 Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Optimum Investment Advisors's NDAQ Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Nasdaq (NDAQ) in Q4 2022, closing a stake of 1,800 shares — an estimated $102K sold.

Optimum Investment Advisors first reported a position in NDAQ in Q3 2014 and held it in 22 quarters. The position peaked at $126K in Q4 2021. 716 funds tracked by Wall St. Rank hold NDAQ as of Q4 2022.

Optimum Investment Advisors reported no remaining Nasdaq position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 1,800 Nasdaq shares in Q4 2022, an estimated $102K.
Optimum Investment Advisors first reported a position in Nasdaq in Q3 2014 and held it in 22 quarters.
Optimum Investment Advisors's Nasdaq position peaked at $126K in Q4 2021.
716 funds tracked by Wall St. Rank held Nasdaq as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.