Freedman Financial Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-1,950	Closed	-$111K	–	290
2022 Q1	$111K	Hold	1,950	–	–	0.08%	117
2021 Q4	$119K	Hold	1,950	–	–	0.08%	107
2021 Q3	$110K	Hold	1,950	–	–	0.08%	107
2021 Q2	$110K	Buy	+1,950	New	+$105K	0.08%	103

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

DWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Freedman Financial Associates's ONEQ Position: Q2 2022 in Review

Freedman Financial Associates sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2022, closing a stake of 1,950 shares — an estimated $111K sold.

Freedman Financial Associates first reported a position in ONEQ in Q2 2021 and held it in 4 quarters. The position peaked at $119K in Q4 2021. 198 funds tracked by Wall St. Rank hold ONEQ as of Q2 2022.

Freedman Financial Associates reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 1,950 Fidelity Nasdaq Composite Index ETF shares in Q2 2022, an estimated $111K.
Freedman Financial Associates first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2021 and held it in 4 quarters.
Freedman Financial Associates's Fidelity Nasdaq Composite Index ETF position peaked at $119K in Q4 2021.
198 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.