Sutton Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Sutton Wealth 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 Q3	$9.72K	Buy	200 +130	+186%	+$6.59K	﹤0.01%	477
2023 Q2	$3.49K	Hold	70	–	–	﹤0.01%	616
2023 Q1	$3.83K	Sell	70 -34	-33%	-$1.97K	﹤0.01%	556
2022 Q4	$6.38K	Sell	104 -3	-3%	-$187	﹤0.01%	1063
2022 Q3	$6.07K	Sell	107 -10	-9%	-$588	﹤0.01%	1033
2022 Q2	$5.95K	Buy	117 +36	+44%	+$1.91K	﹤0.01%	1040
2022 Q1	$4.81K	Buy	81 +21	+35%	+$1.24K	﹤0.01%	1091
2021 Q4	$4.2K	Hold	60	–	–	﹤0.01%	1096
2021 Q3	$3.86K	Buy	60 +3	+5%	+$189	﹤0.01%	1095
2021 Q2	$3.34K	Hold	57	–	–	﹤0.01%	1100
2021 Q1	$2.8K	Buy	57 +18	+46%	+$855	﹤0.01%	1099
2020 Q4	$1.73K	Hold	39	–	–	﹤0.01%	1126
2020 Q3	$1.59K	Hold	39	–	–	﹤0.01%	1092
2020 Q2	$1.55K	Buy	39 +9	+30%	+$335	﹤0.01%	1083
2020 Q1	$950	Hold	30	–	–	﹤0.01%	1101
2019 Q4	$1.07K	Hold	30	–	–	﹤0.01%	1111
2019 Q3	$994	Hold	30	–	–	﹤0.01%	1114
2019 Q2	$962	Hold	30	–	–	﹤0.01%	1102
2019 Q1	$875	Hold	30	–	–	﹤0.01%	1118
2018 Q4	$816	Hold	30	–	–	﹤0.01%	1054
2018 Q3	$858	Hold	30	–	–	﹤0.01%	1052
2018 Q2	$913	Hold	30	–	–	﹤0.01%	1064
2018 Q1	$862	Hold	30	–	–	﹤0.01%	1060
2017 Q4	$768	Hold	30	–	–	﹤0.01%	1020
2017 Q3	$776	Hold	30	–	–	﹤0.01%	1012
2017 Q2	$715	Hold	30	–	–	﹤0.01%	1016
2017 Q1	$695	Hold	30	–	–	﹤0.01%	997
2016 Q4	$671	Hold	30	–	–	﹤0.01%	992
2016 Q3	$675	Hold	30	–	–	﹤0.01%	986
2016 Q2	$647	Hold	30	–	–	﹤0.01%	952
2016 Q1	$664	Buy	+30	New	+$618	﹤0.01%	946

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sutton Wealth Advisors's NDAQ Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Nasdaq (NDAQ) stake by 186% in Q3 2023, buying an estimated $6.59K and bringing the position to 200 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Sutton Wealth Advisors first reported a position in NDAQ in Q1 2016 and has held it in 31 quarters since. 698 funds tracked by Wall St. Rank hold NDAQ as of Q3 2023.

Sutton Wealth Advisors held 200 shares of Nasdaq worth $9.72K as of Q3 2023.
Sutton Wealth Advisors bought 130 Nasdaq shares in Q3 2023, an estimated $6.59K.
Nasdaq made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #477 holding.
Sutton Wealth Advisors first reported a position in Nasdaq in Q1 2016 and has held it in 31 quarters since.
698 funds tracked by Wall St. Rank held Nasdaq as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.