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Sowell Financial Services’s Nasdaq NDAQ Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-33,441
Closed -$2.44M – 571
2024
Q3 		$2.44M Buy
+33,441
New +$2.28M 0.11% 205
2021
Q2 		– Sell
-3,771
Closed -$206K – 1933
2021
Q1 		$206K Sell
3,771
-60
-2% -$2.85K 0.01% 1036
2020
Q4 		$170K Sell
3,831
-438
-10% -$18.5K 0.01% 913
2020
Q3 		$175K Sell
4,269
-57
-1% -$2.43K 0.01% 776
2020
Q2 		$172K Sell
4,326
-348
-7% -$13K 0.01% 776
2020
Q1 		$148K Buy
4,674
+702
+18% +$24.9K 0.01% 735
2019
Q4 		$142K Buy
3,972
+909
+30% +$31K 0.01% 807
2019
Q3 		$101K Buy
+3,063
New +$102K 0.01% 829
2017
Q1 		– Sell
-3,003
Closed -$71K – 461
2016
Q4 		$71K Buy
+3,003
New +$66.2K 0.02% 306

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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
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 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

Sowell Financial Services's NDAQ Position: Q4 2024 in Review

Sowell Financial Services sold out of Nasdaq (NDAQ) in Q4 2024, closing a stake of 33,441 shares — an estimated $2.44M sold.

Sowell Financial Services first reported a position in NDAQ in Q4 2016 and held it in 9 quarters. The position peaked at $2.44M in Q3 2024. 906 funds tracked by Wall St. Rank hold NDAQ as of Q4 2024.

  • Sowell Financial Services reported no remaining Nasdaq position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 33,441 Nasdaq shares in Q4 2024, an estimated $2.44M.
  • Sowell Financial Services first reported a position in Nasdaq in Q4 2016 and held it in 9 quarters.
  • Sowell Financial Services's Nasdaq position peaked at $2.44M in Q3 2024.
  • 906 funds tracked by Wall St. Rank held Nasdaq as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.