TCWM
NDAQ icon

Total Clarity Wealth Management’s Nasdaq NDAQ Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-6,009
Closed -$292K – 248
2023
Q3 		$292K Sell
6,009
-190
-3% -$9.63K 0.14% 163
2023
Q2 		$309K Buy
+6,199
New +$336K 0.15% 148
2022
Q3 		– Sell
-900
Closed -$46K – 707
2022
Q2 		$46K Buy
+900
New +$47.6K 0.02% 426
2022
Q1 		– Sell
-900
Closed -$63K – 653
2021
Q4 		$63K Hold
900
– – 0.03% 367
2021
Q3 		$58K Buy
+900
New +$56.6K 0.03% 379
2021
Q2 		– Sell
-900
Closed -$44K – 540
2021
Q1 		$44K Buy
+900
New +$42.7K 0.03% 361
2020
Q1 		– Sell
-900
Closed -$32K – 432
2019
Q4 		$32K Buy
+900
New +$30.7K 0.02% 335

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return