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Berman Capital Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$11K Hold
200
– – ﹤0.01% 1158
2021
Q2 		$11K Hold
200
– – ﹤0.01% 1114
2021
Q1 		$10K Hold
200
– – ﹤0.01% 1034
2020
Q4 		$10K Buy
+200
New +$9.3K ﹤0.01% 927

Other funds holding ONEQ

FIG
Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Berman Capital Advisors's ONEQ Position: Q3 2021 in Review

Berman Capital Advisors held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q3 2021 at 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Berman Capital Advisors first reported a position in ONEQ in Q4 2020 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold ONEQ as of Q3 2021.

  • Berman Capital Advisors held 200 shares of Fidelity Nasdaq Composite Index ETF worth $11K as of Q3 2021.
  • Berman Capital Advisors left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q3 2021.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1158 holding.
  • Berman Capital Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.