Core Wealth Advisors (Florida)’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Core Wealth Advisors (Florida)’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	-180	Closed	-$11.6K	–	183
2024 Q1	$11.6K	Hold	180	–	–	﹤0.01%	181
2023 Q4	$10.7K	Hold	180	–	–	﹤0.01%	181
2023 Q3	$9.36K	Hold	180	–	–	﹤0.01%	162
2023 Q2	$9.73K	Hold	180	–	–	﹤0.01%	159
2023 Q1	$8.63K	Hold	180	–	–	﹤0.01%	167
2022 Q4	$7.38K	Hold	180	–	–	﹤0.01%	181
2022 Q3	$7K	Hold	180	–	–	﹤0.01%	158
2022 Q2	$8K	Hold	180	–	–	﹤0.01%	154
2022 Q1	$10K	Hold	180	–	–	0.01%	145
2021 Q4	$11K	Hold	180	–	–	0.01%	152
2021 Q3	$10K	Hold	180	–	–	0.01%	134
2021 Q2	$10K	Hold	180	–	–	0.01%	127
2021 Q1	$9K	Hold	180	–	–	0.01%	118
2020 Q4	$9K	Hold	180	–	–	0.01%	117
2020 Q3	$8K	Hold	180	–	–	0.01%	108
2020 Q2	$7K	Hold	180	–	–	0.01%	94
2020 Q1	$5K	Sell	180 -80	-31%	-$2.73K	﹤0.01%	106
2019 Q4	$9K	Buy	+260	New	+$8.63K	0.01%	91

Other funds holding ONEQ

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

DWA

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

Core Wealth Advisors (Florida)'s ONEQ Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2024, closing a stake of 180 shares — an estimated $11.6K sold.

Core Wealth Advisors (Florida) first reported a position in ONEQ in Q4 2019 and held it in 18 quarters. The position peaked at $11.6K in Q1 2024. 296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 180 Fidelity Nasdaq Composite Index ETF shares in Q2 2024, an estimated $11.6K.
Core Wealth Advisors (Florida) first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Fidelity Nasdaq Composite Index ETF position peaked at $11.6K in Q1 2024.
296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.