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Financial Advocates Investment Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-5,832
Closed -$303K – 768
2023
Q3 		$303K Buy
5,832
+1,134
+24% +$61.4K 0.02% 521
2023
Q2 		$254K Sell
4,698
-72
-2% -$3.58K 0.02% 568
2023
Q1 		$229K Buy
+4,770
New +$215K 0.02% 641

Other funds holding ONEQ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's ONEQ Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2023, closing a stake of 5,832 shares — an estimated $303K sold.

Financial Advocates Investment Management first reported a position in ONEQ in Q1 2023 and held it in 3 quarters. The position peaked at $303K in Q3 2023. 268 funds tracked by Wall St. Rank hold ONEQ as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,832 Fidelity Nasdaq Composite Index ETF shares in Q4 2023, an estimated $303K.
  • Financial Advocates Investment Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Fidelity Nasdaq Composite Index ETF position peaked at $303K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.