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TFO Wealth Partners’s Nasdaq NDAQ Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$442 – 514
2024
Q1 		$442 Hold
7
– – ﹤0.01% 290
2023
Q4 		$407 Hold
7
– – ﹤0.01% 398
2023
Q3 		$349 Hold
7
– – ﹤0.01% 592
2023
Q2 		$349 Hold
7
– – ﹤0.01% 370
2023
Q1 		$383 Sell
7
-58
-89% -$3.35K ﹤0.01% 304
2022
Q4 		$72 Buy
+65
New +$4.05K ﹤0.01% 824

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

TFO Wealth Partners's NDAQ Position: Q2 2024 in Review

TFO Wealth Partners sold out of Nasdaq (NDAQ) in Q2 2024, closing a stake of 7 shares — an estimated $442 sold.

TFO Wealth Partners first reported a position in NDAQ in Q4 2022 and held it in 6 quarters. The position peaked at $442 in Q1 2024. 757 funds tracked by Wall St. Rank hold NDAQ as of Q2 2024.

  • TFO Wealth Partners reported no remaining Nasdaq position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Nasdaq shares in Q2 2024, an estimated $442.
  • TFO Wealth Partners first reported a position in Nasdaq in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Nasdaq position peaked at $442 in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Nasdaq as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.