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

Claro 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 Q2	–	Sell	-3,406	Closed	-$207K	–	308
2022 Q1	$207K	Hold	3,406	–	–	0.07%	260
2021 Q4	$207K	Buy	+3,406	New	+$204K	0.07%	260

Other funds holding ONEQ

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Claro Advisors's ONEQ Position: Q2 2022 in Review

Claro Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2022, closing a stake of 3,406 shares — an estimated $207K sold.

Claro Advisors first reported a position in ONEQ in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 198 funds tracked by Wall St. Rank hold ONEQ as of Q2 2022.

Claro Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 3,406 Fidelity Nasdaq Composite Index ETF shares in Q2 2022, an estimated $207K.
Claro Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and held it in 2 quarters.
Claro Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $207K in Q1 2022.
198 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.