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

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

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.