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Safeguard Investment Advisory Group’s Nasdaq NDAQ Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-24
Closed -$1K – 477
2020
Q4 		$1K Buy
+24
New +$1.02K ﹤0.01% 681

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Safeguard Investment Advisory Group's NDAQ Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Nasdaq (NDAQ) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in NDAQ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 590 funds tracked by Wall St. Rank hold NDAQ as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Nasdaq position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 24 Nasdaq shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Nasdaq in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Nasdaq position peaked at $1K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held Nasdaq as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.