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

Capital Directions Investment 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
2022
Q4 		$36.1K Buy
+880
New +$37.6K 0.01% 138
2022
Q3 		– Sell
-880
Closed -$41K – 125
2022
Q2 		$38K Hold
880
– – 0.01% 141
2022
Q1 		$49K Buy
+880
New +$48.1K 0.01% 145
2021
Q4 		– Sell
-980
Closed -$55K – 166
2021
Q3 		$55K Hold
980
– – 0.02% 132
2021
Q2 		$55K Buy
+980
New +$52.7K 0.02% 120

Other funds holding ONEQ

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $432B AUM 30.22% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Capital Directions Investment Advisors's ONEQ Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2022: 880 shares worth $36.1K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in ONEQ as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in ONEQ in Q2 2021 and has held it in 5 quarters since. The position peaked at $55K in Q3 2021. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2022.

  • Capital Directions Investment Advisors held 880 shares of Fidelity Nasdaq Composite Index ETF worth $36.1K as of Q4 2022.
  • Fidelity Nasdaq Composite Index ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Fidelity Nasdaq Composite Index ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #138 holding.
  • Capital Directions Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2021 and has held it in 5 quarters since.
  • Capital Directions Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $55K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.