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Caliber Wealth Management (Utah)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Caliber Wealth Management (Utah)’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
Q2 		– Sell
-8,340
Closed -$428K – 84
2021
Q1 		$428K Hold
8,340
– – 0.31% 64
2020
Q4 		$418K Buy
+8,340
New +$388K 0.41% 59

Other funds holding ONEQ

FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Caliber Wealth Management (Utah)'s ONEQ Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2021, closing a stake of 8,340 shares — an estimated $428K sold.

Caliber Wealth Management (Utah) first reported a position in ONEQ in Q4 2020 and held it in 2 quarters. The position peaked at $428K in Q1 2021. 183 funds tracked by Wall St. Rank hold ONEQ as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 8,340 Fidelity Nasdaq Composite Index ETF shares in Q2 2021, an estimated $428K.
  • Caliber Wealth Management (Utah) first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s Fidelity Nasdaq Composite Index ETF position peaked at $428K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.