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U.S. Capital Wealth Advisors’s Nasdaq NDAQ Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-1,000
Closed -$61.4K – 1196
2022
Q4 		$61.4K Buy
+1,000
New +$62.3K ﹤0.01% 832

Other funds holding NDAQ

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

U.S. Capital Wealth Advisors's NDAQ Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Nasdaq (NDAQ) in Q1 2023, closing a stake of 1,000 shares — an estimated $61.4K sold.

U.S. Capital Wealth Advisors first reported a position in NDAQ in Q4 2022 and held it in 1 quarter. The position peaked at $61.4K in Q4 2022. 686 funds tracked by Wall St. Rank hold NDAQ as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Nasdaq position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,000 Nasdaq shares in Q1 2023, an estimated $61.4K.
  • U.S. Capital Wealth Advisors first reported a position in Nasdaq in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Nasdaq position peaked at $61.4K in Q4 2022.
  • 686 funds tracked by Wall St. Rank held Nasdaq as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.