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

BerganKDV 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
-20
Closed -$1K – 1001
2020
Q3 		$1K Hold
20
– – ﹤0.01% 841
2020
Q2 		$1K Hold
20
– – ﹤0.01% 886
2020
Q1 		$1K Sell
20
-10
-33% -$342 ﹤0.01% 861
2019
Q4 		$1K Hold
30
– – ﹤0.01% 882
2019
Q3 		$1K Hold
30
– – ﹤0.01% 674
2019
Q2 		$1K Buy
30
+10
+50% +$309 ﹤0.01% 716
2019
Q1 		$1K Hold
20
– – ﹤0.01% 708
2018
Q4 		$1K Hold
20
– – ﹤0.01% 671
2018
Q3 		$1K Buy
+20
New +$618 ﹤0.01% 607

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

BerganKDV Wealth Management's ONEQ Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in ONEQ in Q3 2018 and held it in 9 quarters. The position peaked at $1K in Q3 2020. 166 funds tracked by Wall St. Rank hold ONEQ as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 20 Fidelity Nasdaq Composite Index ETF shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2018 and held it in 9 quarters.
  • BerganKDV Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $1K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.