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Wealthfront’s Nasdaq NDAQ Stock Holding History

Wealthfront’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
Q3 		$815K Sell
28,497
-4,608
-14% -$142K 0.01% 299
2018
Q2 		$1.01M Buy
33,105
+11,970
+57% +$360K 0.01% 247
2018
Q1 		$607K Buy
21,135
+138
+0.7% +$3.73K 0.01% 354
2017
Q4 		$538K Buy
20,997
+447
+2% +$11.3K 0.01% 346
2017
Q3 		$531K Buy
20,550
+4,593
+29% +$114K 0.01% 312
2017
Q2 		$380K Buy
15,957
+1,338
+9% +$30.8K 0.01% 338
2017
Q1 		$338K Buy
14,619
+18
+0.1% +$418 0.01% 311
2016
Q4 		$327K Buy
14,601
+603
+4% +$13.3K 0.01% 276
2016
Q3 		$315K Buy
13,998
+534
+4% +$12.3K 0.01% 264
2016
Q2 		$290K Buy
13,464
+225
+2% +$4.81K 0.01% 267
2016
Q1 		$293K Buy
13,239
+1,710
+15% +$35.2K 0.01% 243
2015
Q4 		$224K Sell
11,529
-54
-0.5% -$1.03K 0.01% 273
2015
Q3 		$206K Buy
11,583
+1,833
+19% +$31.4K 0.01% 271
2015
Q2 		$159K Sell
9,750
-384
-4% -$6.44K 0.01% 307
2015
Q1 		$172K Buy
10,134
+1,596
+19% +$26K 0.01% 275
2014
Q4 		$136K Buy
8,538
+3,525
+70% +$51.8K 0.01% 301
2014
Q3 		$71K Buy
5,013
+1,767
+54% +$24.8K ﹤0.01% 350
2014
Q2 		$43K Buy
3,246
+2,109
+185% +$25.8K ﹤0.01% 397
2014
Q1 		$14K Buy
+1,137
New +$14.7K ﹤0.01% 476

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthfront's NDAQ Position: Q3 2018 in Review

Wealthfront reduced its Nasdaq (NDAQ) stake by 14% in Q3 2018, selling an estimated $142K and leaving 28,497 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #299.

Wealthfront first reported a position in NDAQ in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2018. 515 funds tracked by Wall St. Rank hold NDAQ as of Q3 2018.

  • Wealthfront held 28,497 shares of Nasdaq worth $815K as of Q3 2018.
  • Wealthfront sold 4,608 Nasdaq shares in Q3 2018, an estimated $142K.
  • Nasdaq made up 0.01% of Wealthfront's portfolio in Q3 2018, its #299 holding.
  • Wealthfront first reported a position in Nasdaq in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Nasdaq position peaked at $1.01M in Q2 2018.
  • 515 funds tracked by Wall St. Rank held Nasdaq as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.