Csenge Advisory Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Csenge Advisory Group’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 Q3	–	Sell	-26,603	Closed	-$1.15M	–	640
2022 Q2	$1.15M	Buy	26,603 +1,902	+8%	+$90.7K	0.1%	183
2022 Q1	$1.37M	Buy	24,701 +11,866	+92%	+$648K	0.11%	164
2021 Q4	$723K	Sell	12,835 -3,110	-20%	-$186K	0.06%	263
2021 Q3	$903K	Buy	15,945 +3,110	+24%	+$179K	0.08%	240
2021 Q2	$723K	Sell	12,835 -74,855	-85%	-$4.03M	0.06%	264
2021 Q1	$473K	Buy	+87,690	New	+$4.54M	0.05%	287

Other funds holding ONEQ

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

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

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

FWM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

DWA

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

CPSAC

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Csenge Advisory Group's ONEQ Position: Q3 2022 in Review

Csenge Advisory Group sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2022, closing a stake of 26,603 shares — an estimated $1.15M sold.

Csenge Advisory Group first reported a position in ONEQ in Q1 2021 and held it in 6 quarters. The position peaked at $1.37M in Q1 2022. 192 funds tracked by Wall St. Rank hold ONEQ as of Q3 2022.

Csenge Advisory Group reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2022 after selling out during the quarter.
Csenge Advisory Group sold 26,603 Fidelity Nasdaq Composite Index ETF shares in Q3 2022, an estimated $1.15M.
Csenge Advisory Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2021 and held it in 6 quarters.
Csenge Advisory Group's Fidelity Nasdaq Composite Index ETF position peaked at $1.37M in Q1 2022.
192 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2022.

Based on Csenge Advisory Group's 13F filing for Q3 2022, filed 4 Oct 2022.