SHFP
NDAQ icon

Second Half Financial Partners’s Nasdaq NDAQ Stock Holding History

Second Half Financial Partners’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
2022
Q3 		– Sell
-72,513
Closed -$3.56M – 56
2022
Q2 		$3.56M Hold
72,513
– – 2.74% 23
2022
Q1 		$3.56M Buy
+72,513
New +$4.29M 2.74% 23

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Second Half Financial Partners's NDAQ Position: Q3 2022 in Review

Second Half Financial Partners sold out of Nasdaq (NDAQ) in Q3 2022, closing a stake of 72,513 shares — an estimated $3.56M sold.

Second Half Financial Partners first reported a position in NDAQ in Q1 2022 and held it in 2 quarters. The position peaked at $3.56M in Q2 2022. 682 funds tracked by Wall St. Rank hold NDAQ as of Q3 2022.

  • Second Half Financial Partners reported no remaining Nasdaq position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 72,513 Nasdaq shares in Q3 2022, an estimated $3.56M.
  • Second Half Financial Partners first reported a position in Nasdaq in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's Nasdaq position peaked at $3.56M in Q2 2022.
  • 682 funds tracked by Wall St. Rank held Nasdaq as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.