TCWP’s Nasdaq NDAQ Stock Holding History

TCWP’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 Q2	–	Sell	-102	Closed	-$6K	–	1200
2022 Q1	$6K	Buy	+102	New	+$6.04K	﹤0.01%	1024

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

TCWP's NDAQ Position: Q2 2022 in Review

TCWP sold out of Nasdaq (NDAQ) in Q2 2022, closing a stake of 102 shares — an estimated $6K sold.

TCWP first reported a position in NDAQ in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 643 funds tracked by Wall St. Rank hold NDAQ as of Q2 2022.

TCWP reported no remaining Nasdaq position as of Q2 2022 after selling out during the quarter.
TCWP sold 102 Nasdaq shares in Q2 2022, an estimated $6K.
TCWP first reported a position in Nasdaq in Q1 2022 and held it in 1 quarter.
TCWP's Nasdaq position peaked at $6K in Q1 2022.
643 funds tracked by Wall St. Rank held Nasdaq as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.