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Peterson Financial Group’s Nasdaq NDAQ Stock Holding History

Peterson Financial Group’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
Q3 		$42.3K Buy
+580
New +$39.6K 0.16% 102

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TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Peterson Financial Group's NDAQ Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Nasdaq (NDAQ) in Q3 2024: 580 shares worth $42.3K. The stake represents 0.16% of the portfolio and ranks #102 among its holdings.

839 funds tracked by Wall St. Rank hold NDAQ as of Q3 2024.

  • Peterson Financial Group held 580 shares of Nasdaq worth $42.3K as of Q3 2024.
  • Nasdaq was a new Peterson Financial Group position in Q3 2024.
  • Nasdaq made up 0.16% of Peterson Financial Group's portfolio in Q3 2024, its #102 holding.
  • 839 funds tracked by Wall St. Rank held Nasdaq as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.