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Wealthspire Advisors (Maryland)’s Nasdaq NDAQ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,252
Closed -$95K – 1447
2019
Q1 		$95K Sell
3,252
-522
-14% -$14.9K 0.01% 655
2018
Q4 		$103K Sell
3,774
-318
-8% -$9.06K 0.01% 593
2018
Q3 		$117K Sell
4,092
-459
-10% -$14.1K 0.01% 623
2018
Q2 		$138K Sell
4,551
-51
-1% -$1.53K 0.01% 580
2018
Q1 		$132K Sell
4,602
-495
-10% -$13.4K 0.01% 603
2017
Q4 		$131K Sell
5,097
-5,673
-53% -$143K 0.01% 619
2017
Q3 		$278K Buy
10,770
+291
+3% +$7.23K 0.03% 378
2017
Q2 		$250K Sell
10,479
-5,787
-36% -$133K 0.03% 387
2017
Q1 		$377K Buy
16,266
+1,404
+9% +$32.6K 0.05% 241
2016
Q4 		$333K Sell
14,862
-1,653
-10% -$36.5K 0.05% 254
2016
Q3 		$372K Buy
16,515
+480
+3% +$11.1K 0.06% 224
2016
Q2 		$346K Sell
16,035
-1,320
-8% -$28.2K 0.06% 223
2016
Q1 		$384K Buy
17,355
+3,777
+28% +$77.8K 0.07% 196
2015
Q4 		$263K Buy
+13,578
New +$259K 0.05% 285

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NDAQ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nasdaq (NDAQ) in Q2 2019, closing a stake of 3,252 shares — an estimated $95K sold.

Wealthspire Advisors (Maryland) first reported a position in NDAQ in Q4 2015 and held it in 14 quarters. The position peaked at $384K in Q1 2016. 515 funds tracked by Wall St. Rank hold NDAQ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nasdaq position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,252 Nasdaq shares in Q2 2019, an estimated $95K.
  • Wealthspire Advisors (Maryland) first reported a position in Nasdaq in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Nasdaq position peaked at $384K in Q1 2016.
  • 515 funds tracked by Wall St. Rank held Nasdaq as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.