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Sheaff Brock Investment Advisors’s Nasdaq NDAQ Stock Holding History

Sheaff Brock Investment Advisors’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
-3,602
Closed -$221K – 536
2022
Q4 		$221K Sell
3,602
-448
-11% -$27.9K 0.02% 398
2022
Q3 		$230K Sell
4,050
-30
-0.7% -$1.76K 0.02% 383
2022
Q2 		$207K Buy
4,080
+204
+5% +$10.8K 0.02% 412
2022
Q1 		$230K Buy
3,876
+171
+5% +$10.1K 0.02% 435
2021
Q4 		$259K Buy
3,705
+270
+8% +$18.4K 0.02% 421
2021
Q3 		$221K Buy
+3,435
New +$216K 0.02% 467
2017
Q1 		– Sell
-11,466
Closed -$257K – 628
2016
Q4 		$257K Sell
11,466
-4,104
-26% -$90.5K 0.03% 452
2016
Q3 		$351K Sell
15,570
-2,781
-15% -$64.2K 0.05% 319
2016
Q2 		$396K Sell
18,351
-735
-4% -$15.7K 0.05% 318
2016
Q1 		$422K Buy
+19,086
New +$393K 0.05% 317

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sheaff Brock Investment Advisors's NDAQ Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of Nasdaq (NDAQ) in Q1 2023, closing a stake of 3,602 shares — an estimated $221K sold.

Sheaff Brock Investment Advisors first reported a position in NDAQ in Q1 2016 and held it in 10 quarters. The position peaked at $422K in Q1 2016. 686 funds tracked by Wall St. Rank hold NDAQ as of Q1 2023.

  • Sheaff Brock Investment Advisors reported no remaining Nasdaq position as of Q1 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,602 Nasdaq shares in Q1 2023, an estimated $221K.
  • Sheaff Brock Investment Advisors first reported a position in Nasdaq in Q1 2016 and held it in 10 quarters.
  • Sheaff Brock Investment Advisors's Nasdaq position peaked at $422K in Q1 2016.
  • 686 funds tracked by Wall St. Rank held Nasdaq as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.