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Resurgent Financial Advisors’s Nasdaq NDAQ Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-375
Closed -$21.8K – 379
2023
Q4 		$21.8K Buy
+375
New +$19.8K 0.01% 475
2023
Q2 		– Sell
-383
Closed -$20.9K – 523
2023
Q1 		$20.9K Buy
383
+8
+2% +$462 0.01% 474
2022
Q4 		$23K Buy
+375
New +$23.4K 0.01% 588

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

Resurgent Financial Advisors's NDAQ Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Nasdaq (NDAQ) in Q1 2024, closing a stake of 375 shares — an estimated $21.8K sold.

Resurgent Financial Advisors first reported a position in NDAQ in Q4 2022 and held it in 3 quarters. The position peaked at $23K in Q4 2022. 766 funds tracked by Wall St. Rank hold NDAQ as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Nasdaq position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 375 Nasdaq shares in Q1 2024, an estimated $21.8K.
  • Resurgent Financial Advisors first reported a position in Nasdaq in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Nasdaq position peaked at $23K in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Nasdaq as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.