Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PFS
Prospera Financial Services’s
Nasdaq
NDAQ
Stock Holding History
Prospera Financial Services’s Portfolio
NDAQ Stock Details
NDAQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-5,611
Closed
-$326K
–
1121
2023
Q4
$326K
Sell
5,611
-63
-1%
-$3.32K
0.01%
811
2023
Q3
$276K
Sell
5,674
-233
-4%
-$11.8K
0.01%
836
2023
Q2
$294K
Buy
5,907
+407
+7%
+$22K
0.01%
803
2023
Q1
$301K
Buy
5,500
+100
+2%
+$5.78K
0.01%
783
2022
Q4
$331K
Sell
5,400
-1,369
-20%
-$85.3K
0.02%
665
2022
Q3
$384K
Buy
6,769
+994
+17%
+$58.5K
0.02%
596
2022
Q2
$294K
Sell
5,775
-840
-13%
-$44.5K
0.02%
642
2022
Q1
$393K
Buy
6,615
+450
+7%
+$26.6K
0.02%
661
2021
Q4
$432K
Buy
+6,165
New
+$420K
0.02%
612
2018
Q4
–
Sell
-7,857
Closed
-$239K
–
429
2018
Q3
$239K
Hold
7,857
–
–
0.04%
364
2018
Q2
$239K
Buy
+7,857
New
+$236K
0.03%
399
Other funds holding NDAQ
TB
Thoma Bravo
Chicago, Illinois
$6.65B AUM
29.42%
1-Year Est. Return
IA
Investor AB
Stockholm, Sweden
$15.1B AUM
29.02%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
FCM
Farallon Capital Management
San Francisco, California
$15.3B AUM
50.95%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close