Baker Tilly Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Baker Tilly 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
2023 Q3	–	Sell	-10,000	Closed	-$541K	–	528
2023 Q2	$541K	Hold	10,000	–	–	0.06%	317
2023 Q1	$480K	Buy	+10,000	New	+$450K	0.05%	344

Other funds holding ONEQ

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

DWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Baker Tilly Wealth Management's ONEQ Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2023, closing a stake of 10,000 shares — an estimated $541K sold.

Baker Tilly Wealth Management first reported a position in ONEQ in Q1 2023 and held it in 2 quarters. The position peaked at $541K in Q2 2023. 256 funds tracked by Wall St. Rank hold ONEQ as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 10,000 Fidelity Nasdaq Composite Index ETF shares in Q3 2023, an estimated $541K.
Baker Tilly Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2023 and held it in 2 quarters.
Baker Tilly Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $541K in Q2 2023.
256 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.