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Freed Investment Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Freed Investment 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
2021
Q3 		$43.7M Buy
777,052
+2,737
+0.4% +$158K 33.28% 1
2021
Q2 		$43.6M Buy
774,315
+4,275
+0.6% +$230K 33.86% 1
2021
Q1 		$39.5M Sell
770,040
-38,440
-5% -$1.99M 34.51% 1
2020
Q4 		$40.6M Buy
+808,480
New +$37.6M 37.24% 1

Other funds holding ONEQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Freed Investment Group's ONEQ Position: Q3 2021 in Review

Freed Investment Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.35% in Q3 2021, buying an estimated $158K and bringing the position to 777,052 shares worth $43.7M. The position accounts for 33.28% of the portfolio, ranked #1.

Freed Investment Group first reported a position in ONEQ in Q4 2020 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold ONEQ as of Q3 2021.

  • Freed Investment Group held 777,052 shares of Fidelity Nasdaq Composite Index ETF worth $43.7M as of Q3 2021.
  • Freed Investment Group bought 2,737 Fidelity Nasdaq Composite Index ETF shares in Q3 2021, an estimated $158K.
  • Fidelity Nasdaq Composite Index ETF made up 33.28% of Freed Investment Group's portfolio in Q3 2021, its #1 holding.
  • Freed Investment Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2021.

Based on Freed Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.