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Swaine & Leidel Wealth Services’s Nasdaq NDAQ Stock Holding History

Swaine & Leidel Wealth 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
2022
Q1 		$3.56M Buy
+10,692
New +$633K 2.74% 23
2021
Q3 		$2.29M Buy
+35,568
New +$2.24M 2.02% 20
2021
Q1 		$3.56M Buy
+72,513
New +$3.44M 2.3% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Swaine & Leidel Wealth Services's NDAQ Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Nasdaq (NDAQ) in Q1 2022: 10,692 shares worth $3.56M. The stake represents 2.74% of the portfolio and ranks #23 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in NDAQ as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in NDAQ in Q1 2021 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold NDAQ as of Q1 2022.

  • Swaine & Leidel Wealth Services held 10,692 shares of Nasdaq worth $3.56M as of Q1 2022.
  • Nasdaq was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Nasdaq made up 2.74% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #23 holding.
  • Swaine & Leidel Wealth Services first reported a position in Nasdaq in Q1 2021 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Nasdaq as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.