TWM
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Tradition Wealth Management’s Nasdaq NDAQ Stock Holding History

Tradition 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
2024
Q1 		– Sell
-1,063
Closed -$62K – 894
2023
Q4 		$62K Buy
1,063
+24
+2% +$1.26K 0.01% 575
2023
Q3 		$50K Sell
1,039
-21
-2% -$1.06K 0.01% 603
2023
Q2 		$53K Buy
1,060
+36
+4% +$1.95K 0.01% 611
2023
Q1 		$56K Buy
+1,024
New +$59.2K 0.01% 583
2022
Q4 		– Sell
-210
Closed -$12K – 1191
2022
Q3 		$12K Hold
210
– – ﹤0.01% 885
2022
Q2 		$11K Hold
210
– – ﹤0.01% 802
2022
Q1 		$12K Sell
210
-6
-3% -$355 ﹤0.01% 851
2021
Q4 		$15K Buy
216
+21
+11% +$1.43K ﹤0.01% 802
2021
Q3 		$13K Hold
195
– – ﹤0.01% 843
2021
Q2 		$11K Buy
+195
New +$10.7K ﹤0.01% 927
2021
Q1 		– Sell
-195
Closed -$9K – 940
2020
Q4 		$9K Buy
+195
New +$8.26K ﹤0.01% 764

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 $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return