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Carroll Financial Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Carroll Financial 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
2021
Q4 		$17K Hold
286
– – ﹤0.01% 1022
2021
Q3 		$16K Buy
+286
New +$16.5K ﹤0.01% 1058

Other funds holding ONEQ

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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 $445B AUM 25.58% 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

Carroll Financial Associates's ONEQ Position: Q4 2021 in Review

Carroll Financial Associates held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q4 2021 at 286 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Carroll Financial Associates first reported a position in ONEQ in Q3 2021 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2021.

  • Carroll Financial Associates held 286 shares of Fidelity Nasdaq Composite Index ETF worth $17K as of Q4 2021.
  • Carroll Financial Associates left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q4 2021.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1022 holding.
  • Carroll Financial Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2021 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.