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Paradigm Strategies in Wealth Management’s Nasdaq NDAQ Stock Holding History

Paradigm Strategies in Wealth Management’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
2021
Q3 		– Sell
-240
Closed -$14K – 162
2021
Q2 		$14K Hold
240
– – 0.01% 154
2021
Q1 		$12K Buy
+240
New +$11.4K 0.01% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Paradigm Strategies in Wealth Management's NDAQ Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Nasdaq (NDAQ) in Q3 2021, closing a stake of 240 shares — an estimated $14K sold.

Paradigm Strategies in Wealth Management first reported a position in NDAQ in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 613 funds tracked by Wall St. Rank hold NDAQ as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Nasdaq position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 240 Nasdaq shares in Q3 2021, an estimated $14K.
  • Paradigm Strategies in Wealth Management first reported a position in Nasdaq in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Nasdaq position peaked at $14K in Q2 2021.
  • 613 funds tracked by Wall St. Rank held Nasdaq as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.