RVW Wealth’s Nasdaq NDAQ Stock Holding History

RVW Wealth’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 Q4	–	Sell	-897	Closed	-$43.6K	–	281
2023 Q3	$43.6K	Buy	+897	New	+$45.5K	0.01%	252

Other funds holding NDAQ

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

RVW Wealth's NDAQ Position: Q4 2023 in Review

RVW Wealth sold out of Nasdaq (NDAQ) in Q4 2023, closing a stake of 897 shares — an estimated $43.6K sold.

RVW Wealth first reported a position in NDAQ in Q3 2023 and held it in 1 quarter. The position peaked at $43.6K in Q3 2023. 726 funds tracked by Wall St. Rank hold NDAQ as of Q4 2023.

RVW Wealth reported no remaining Nasdaq position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 897 Nasdaq shares in Q4 2023, an estimated $43.6K.
RVW Wealth first reported a position in Nasdaq in Q3 2023 and held it in 1 quarter.
RVW Wealth's Nasdaq position peaked at $43.6K in Q3 2023.
726 funds tracked by Wall St. Rank held Nasdaq as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.