RFS
NDAQ icon

Retirement Financial Solutions’s Nasdaq NDAQ Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-24
Closed -$1.47K – 170
2022
Q4 		$1.47K Buy
+24
New +$1.5K ﹤0.01% 233

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Financial Solutions's NDAQ Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Nasdaq (NDAQ) in Q1 2023, closing a stake of 24 shares — an estimated $1.47K sold.

Retirement Financial Solutions first reported a position in NDAQ in Q4 2022 and held it in 1 quarter. The position peaked at $1.47K in Q4 2022. 686 funds tracked by Wall St. Rank hold NDAQ as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Nasdaq position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 24 Nasdaq shares in Q1 2023, an estimated $1.47K.
  • Retirement Financial Solutions first reported a position in Nasdaq in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Nasdaq position peaked at $1.47K in Q4 2022.
  • 686 funds tracked by Wall St. Rank held Nasdaq as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.