The Family Firm’s Nasdaq NDAQ Stock Holding History

The Family Firm’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 Q3	–	Sell	-1,494	Closed	-$90K	–	614
2024 Q2	$90K	Buy	+1,494	New	+$90.5K	0.02%	293

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

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

The Family Firm's NDAQ Position: Q3 2024 in Review

The Family Firm sold out of Nasdaq (NDAQ) in Q3 2024, closing a stake of 1,494 shares — an estimated $90K sold.

The Family Firm first reported a position in NDAQ in Q2 2024 and held it in 1 quarter. The position peaked at $90K in Q2 2024. 838 funds tracked by Wall St. Rank hold NDAQ as of Q3 2024.

The Family Firm reported no remaining Nasdaq position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 1,494 Nasdaq shares in Q3 2024, an estimated $90K.
The Family Firm first reported a position in Nasdaq in Q2 2024 and held it in 1 quarter.
The Family Firm's Nasdaq position peaked at $90K in Q2 2024.
838 funds tracked by Wall St. Rank held Nasdaq as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.