OIA
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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 – 810
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

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return