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Ruedi Wealth Management’s Nasdaq NDAQ Stock Holding History

Ruedi 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
2024
Q3 		– Sell
-3
Closed -$181 – 451
2024
Q2 		$181 Buy
+3
New +$182 ﹤0.01% 459

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TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ruedi Wealth Management's NDAQ Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Nasdaq (NDAQ) in Q3 2024, closing a stake of 3 shares — an estimated $181 sold.

Ruedi Wealth Management first reported a position in NDAQ in Q2 2024 and held it in 1 quarter. The position peaked at $181 in Q2 2024. 841 funds tracked by Wall St. Rank hold NDAQ as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Nasdaq position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 3 Nasdaq shares in Q3 2024, an estimated $181.
  • Ruedi Wealth Management first reported a position in Nasdaq in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Nasdaq position peaked at $181 in Q2 2024.
  • 841 funds tracked by Wall St. Rank held Nasdaq as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.