Concord Investment Counsel’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Concord Investment Counsel’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 Q1	$384K	Buy	+5,963	New	+$369K	0.14%	42

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Concord Investment Counsel's ONEQ Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2024: 5,963 shares worth $384K. The stake represents 0.14% of the portfolio and ranks #42 among its holdings.

286 funds tracked by Wall St. Rank hold ONEQ as of Q1 2024.

Concord Investment Counsel held 5,963 shares of Fidelity Nasdaq Composite Index ETF worth $384K as of Q1 2024.
Fidelity Nasdaq Composite Index ETF was a new Concord Investment Counsel position in Q1 2024.
Fidelity Nasdaq Composite Index ETF made up 0.14% of Concord Investment Counsel's portfolio in Q1 2024, its #42 holding.
286 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.