BWM
ONEQ icon

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

Baystate 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
Q4 		$51.4K Buy
867
+2
+0.2% +$110 ﹤0.01% 379
2023
Q3 		$45K Buy
865
+615
+246% +$33.3K ﹤0.01% 352
2023
Q2 		$13.6K Hold
250
– – ﹤0.01% 519
2023
Q1 		$12K Buy
+250
New +$11.3K ﹤0.01% 530

Other funds holding ONEQ

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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

Baystate Wealth Management's ONEQ Position: Q4 2023 in Review

Baystate Wealth Management increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.23% in Q4 2023, buying an estimated $110 and bringing the position to 867 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Baystate Wealth Management first reported a position in ONEQ in Q1 2023 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold ONEQ as of Q4 2023.

  • Baystate Wealth Management held 867 shares of Fidelity Nasdaq Composite Index ETF worth $51.4K as of Q4 2023.
  • Baystate Wealth Management bought 2 Fidelity Nasdaq Composite Index ETF shares in Q4 2023, an estimated $110.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #379 holding.
  • Baystate Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2023 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.