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PFG Private Wealth Management’s Nasdaq NDAQ Stock Holding History

PFG Private 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
2022
Q4 		– Sell
-44
Closed -$2K – 397
2022
Q3 		$2K Buy
+44
New +$2.59K ﹤0.01% 302

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Capital Research Global Investors
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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 $62.3B AUM 26.25% 1-Year Est. Return

PFG Private Wealth Management's NDAQ Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Nasdaq (NDAQ) in Q4 2022, closing a stake of 44 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in NDAQ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 716 funds tracked by Wall St. Rank hold NDAQ as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Nasdaq position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 44 Nasdaq shares in Q4 2022, an estimated $2K.
  • PFG Private Wealth Management first reported a position in Nasdaq in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Nasdaq position peaked at $2K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held Nasdaq as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.