TPWA
NDAQ icon

TRUE Private Wealth Advisors’s Nasdaq NDAQ Stock Holding History

TRUE Private Wealth Advisors’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
2018
Q4 		– Sell
-681
Closed -$19.5K – 675
2018
Q3 		$19.5K Buy
+681
New +$21K ﹤0.01% 616

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

TRUE Private Wealth Advisors's NDAQ Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Nasdaq (NDAQ) in Q4 2018, closing a stake of 681 shares — an estimated $19.5K sold.

TRUE Private Wealth Advisors first reported a position in NDAQ in Q3 2018 and held it in 1 quarter. The position peaked at $19.5K in Q3 2018. 525 funds tracked by Wall St. Rank hold NDAQ as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Nasdaq position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 681 Nasdaq shares in Q4 2018, an estimated $19.5K.
  • TRUE Private Wealth Advisors first reported a position in Nasdaq in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Nasdaq position peaked at $19.5K in Q3 2018.
  • 525 funds tracked by Wall St. Rank held Nasdaq as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.