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Atlas Private Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Atlas Private Wealth 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
2020
Q4 		– Sell
-400
Closed -$17K – 403
2020
Q3 		$17K Buy
+400
New +$17K 0.01% 272

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIG
Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Atlas Private Wealth Management's ONEQ Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2020, closing a stake of 400 shares — an estimated $17K sold.

Atlas Private Wealth Management first reported a position in ONEQ in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 166 funds tracked by Wall St. Rank hold ONEQ as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 400 Fidelity Nasdaq Composite Index ETF shares in Q4 2020, an estimated $17K.
  • Atlas Private Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $17K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.