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Outlook Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Outlook Wealth 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
2024
Q2 		– Sell
-4,719
Closed -$298K – 280
2024
Q1 		$298K Buy
4,719
+1,036
+28% +$59.9K 0.09% 213
2023
Q4 		$214K Buy
+3,683
New +$194K 0.07% 226

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Outlook Wealth Advisors's NDAQ Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 4,719 shares — an estimated $298K sold.

Outlook Wealth Advisors first reported a position in NDAQ in Q4 2023 and held it in 2 quarters. The position peaked at $298K in Q1 2024. 757 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,719 Nasdaq shares in Q2 2024, an estimated $298K.
  • Outlook Wealth Advisors first reported a position in Nasdaq in Q4 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's Nasdaq position peaked at $298K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.