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Correct Capital Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Correct Capital Wealth Management’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
-4,065
Closed -$262K – 130
2024
Q1 		$262K Hold
4,065
– – 0.06% 116
2023
Q4 		$241K Buy
+4,065
New +$223K 0.06% 111

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
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
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

Correct Capital Wealth Management's ONEQ Position: Q2 2024 in Review

Correct Capital Wealth Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2024, closing a stake of 4,065 shares — an estimated $262K sold.

Correct Capital Wealth Management first reported a position in ONEQ in Q4 2023 and held it in 2 quarters. The position peaked at $262K in Q1 2024. 296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

  • Correct Capital Wealth Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2024 after selling out during the quarter.
  • Correct Capital Wealth Management sold 4,065 Fidelity Nasdaq Composite Index ETF shares in Q2 2024, an estimated $262K.
  • Correct Capital Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and held it in 2 quarters.
  • Correct Capital Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $262K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Correct Capital Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.