VisionPoint Advisory Group’s Nasdaq NDAQ Stock Holding History

VisionPoint Advisory Group’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	-3	Closed	-$146	–	823
2023 Q3	$146	Buy	+3	New	+$152	﹤0.01%	660
2020 Q1	–	Sell	-7,815	Closed	-$279K	–	140
2019 Q4	$279K	Hold	7,815	–	–	0.12%	96
2019 Q3	$258K	Buy	7,815 +813	+12%	+$27K	0.07%	113
2019 Q2	$224K	Buy	+7,002	New	+$215K	0.06%	122

Other funds holding NDAQ

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

VisionPoint Advisory Group's NDAQ Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Nasdaq (NDAQ) in Q4 2023, closing a stake of 3 shares — an estimated $146 sold.

VisionPoint Advisory Group first reported a position in NDAQ in Q2 2019 and held it in 4 quarters. The position peaked at $279K in Q4 2019. 726 funds tracked by Wall St. Rank hold NDAQ as of Q4 2023.

VisionPoint Advisory Group reported no remaining Nasdaq position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 3 Nasdaq shares in Q4 2023, an estimated $146.
VisionPoint Advisory Group first reported a position in Nasdaq in Q2 2019 and held it in 4 quarters.
VisionPoint Advisory Group's Nasdaq position peaked at $279K in Q4 2019.
726 funds tracked by Wall St. Rank held Nasdaq as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.