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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 – 939
2020
Q4 		$9K Buy
+195
New +$8.26K ﹤0.01% 764

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

Tradition Wealth Management's NDAQ Position: Q1 2024 in Review

Tradition Wealth Management sold out of Nasdaq (NDAQ) in Q1 2024, closing a stake of 1,063 shares — an estimated $62K sold.

Tradition Wealth Management first reported a position in NDAQ in Q4 2020 and held it in 11 quarters. The position peaked at $62K in Q4 2023. 766 funds tracked by Wall St. Rank hold NDAQ as of Q1 2024.

  • Tradition Wealth Management reported no remaining Nasdaq position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,063 Nasdaq shares in Q1 2024, an estimated $62K.
  • Tradition Wealth Management first reported a position in Nasdaq in Q4 2020 and held it in 11 quarters.
  • Tradition Wealth Management's Nasdaq position peaked at $62K in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Nasdaq as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.