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Squar Milner Financial Services’s Nasdaq NDAQ Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-600
Closed -$18K – 520
2020
Q1 		$18K Buy
+600
New +$21.2K 0.01% 483

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Capital World Investors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Squar Milner Financial Services's NDAQ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Nasdaq (NDAQ) in Q2 2020, closing a stake of 600 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in NDAQ in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 542 funds tracked by Wall St. Rank hold NDAQ as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Nasdaq position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 600 Nasdaq shares in Q2 2020, an estimated $18K.
  • Squar Milner Financial Services first reported a position in Nasdaq in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's Nasdaq position peaked at $18K in Q1 2020.
  • 542 funds tracked by Wall St. Rank held Nasdaq as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.