EK
ONEQ icon

Evensky & Katz’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Evensky & Katz’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
2023
Q1 		– Sell
-7,720
Closed -$316K – 88
2022
Q4 		$316K Buy
+7,720
New +$329K 0.03% 63

Other funds holding ONEQ

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evensky & Katz's ONEQ Position: Q1 2023 in Review

Evensky & Katz sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2023, closing a stake of 7,720 shares — an estimated $316K sold.

Evensky & Katz first reported a position in ONEQ in Q4 2022 and held it in 1 quarter. The position peaked at $316K in Q4 2022. 218 funds tracked by Wall St. Rank hold ONEQ as of Q1 2023.

  • Evensky & Katz reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2023 after selling out during the quarter.
  • Evensky & Katz sold 7,720 Fidelity Nasdaq Composite Index ETF shares in Q1 2023, an estimated $316K.
  • Evensky & Katz first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and held it in 1 quarter.
  • Evensky & Katz's Fidelity Nasdaq Composite Index ETF position peaked at $316K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2023.

Based on Evensky & Katz's 13F filing for Q1 2023, filed 20 Apr 2023.