AIM
ONEQ icon

Anchor Investment Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Anchor Investment Management’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000
Closed -$30.3K – 815
2019
Q1 		$30.3K Hold
1,000
– – 0.01% 511
2018
Q4 		$26K Buy
+1,000
New +$28.3K 0.01% 519

Other funds holding ONEQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Anchor Investment Management's ONEQ Position: Q2 2019 in Review

Anchor Investment Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2019, closing a stake of 1,000 shares — an estimated $30.3K sold.

Anchor Investment Management first reported a position in ONEQ in Q4 2018 and held it in 2 quarters. The position peaked at $30.3K in Q1 2019. 107 funds tracked by Wall St. Rank hold ONEQ as of Q2 2019.

  • Anchor Investment Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2019 after selling out during the quarter.
  • Anchor Investment Management sold 1,000 Fidelity Nasdaq Composite Index ETF shares in Q2 2019, an estimated $30.3K.
  • Anchor Investment Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2018 and held it in 2 quarters.
  • Anchor Investment Management's Fidelity Nasdaq Composite Index ETF position peaked at $30.3K in Q1 2019.
  • 107 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2019.

Based on Anchor Investment Management's 13F filing for Q2 2019, filed 3 Jan 2024.