Atria Investments’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Atria Investments’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
2024 Q3	–	Sell	-3,240	Closed	-$227K	–	2012
2024 Q2	$227K	Buy	+3,240	New	+$212K	﹤0.01%	1748
2020 Q1	–	Sell	-28,660	Closed	-$1M	–	988
2019 Q4	$1M	Buy	28,660 +3,610	+14%	+$120K	0.03%	527
2019 Q3	$787K	Buy	25,050 +2,900	+13%	+$92K	0.03%	483
2019 Q2	$686K	Buy	22,150 +13,160	+146%	+$407K	0.03%	501
2019 Q1	$272K	Sell	8,990 -1,480	-14%	-$42.6K	0.01%	742
2018 Q4	$272K	Buy	+10,470	New	+$296K	0.01%	684
2018 Q3	–	Sell	-7,830	Closed	-$231K	–	1021
2018 Q2	$231K	Buy	+7,830	New	+$226K	0.01%	840

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Atria Investments's ONEQ Position: Q3 2024 in Review

Atria Investments sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024, closing a stake of 3,240 shares — an estimated $227K sold.

Atria Investments first reported a position in ONEQ in Q2 2018 and held it in 7 quarters. The position peaked at $1M in Q4 2019. 302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

Atria Investments reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 3,240 Fidelity Nasdaq Composite Index ETF shares in Q3 2024, an estimated $227K.
Atria Investments first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2018 and held it in 7 quarters.
Atria Investments's Fidelity Nasdaq Composite Index ETF position peaked at $1M in Q4 2019.
302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.