Carmichael Hill & Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Carmichael Hill & Associates’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
2024 Q2	–	Sell	-1,400	Closed	-$90.2K	–	786
2024 Q1	$90.2K	Hold	1,400	–	–	0.04%	264
2023 Q4	$82.9K	Hold	1,400	–	–	0.03%	271
2023 Q3	$72.8K	Hold	1,400	–	–	0.03%	273
2023 Q2	$75.7K	Buy	+1,400	New	+$69.7K	0.03%	272

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Carmichael Hill & Associates's ONEQ Position: Q2 2024 in Review

Carmichael Hill & Associates sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2024, closing a stake of 1,400 shares — an estimated $90.2K sold.

Carmichael Hill & Associates first reported a position in ONEQ in Q2 2023 and held it in 4 quarters. The position peaked at $90.2K in Q1 2024. 296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

Carmichael Hill & Associates reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 1,400 Fidelity Nasdaq Composite Index ETF shares in Q2 2024, an estimated $90.2K.
Carmichael Hill & Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and held it in 4 quarters.
Carmichael Hill & Associates's Fidelity Nasdaq Composite Index ETF position peaked at $90.2K in Q1 2024.
296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Carmichael Hill & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.