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Fulcrum Equity Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Fulcrum Equity 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
2020
Q3 		– Sell
-5,250
Closed -$205K – 163
2020
Q2 		$205K Buy
+5,250
New +$186K 0.1% 137

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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 $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fulcrum Equity Management's ONEQ Position: Q3 2020 in Review

Fulcrum Equity Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2020, closing a stake of 5,250 shares — an estimated $205K sold.

Fulcrum Equity Management first reported a position in ONEQ in Q2 2020 and held it in 1 quarter. The position peaked at $205K in Q2 2020. 135 funds tracked by Wall St. Rank hold ONEQ as of Q3 2020.

  • Fulcrum Equity Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,250 Fidelity Nasdaq Composite Index ETF shares in Q3 2020, an estimated $205K.
  • Fulcrum Equity Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's Fidelity Nasdaq Composite Index ETF position peaked at $205K in Q2 2020.
  • 135 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.