GP
ONEQ icon

Geneva Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Geneva Partners’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
Q1 		– Sell
-3,617
Closed -$220K – 109
2021
Q4 		$220K Sell
3,617
-17
-0.5% -$1.02K 0.1% 91
2021
Q3 		$204K Buy
+3,634
New +$210K 0.1% 84

Other funds holding ONEQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Geneva Partners's ONEQ Position: Q1 2022 in Review

Geneva Partners sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2022, closing a stake of 3,617 shares — an estimated $220K sold.

Geneva Partners first reported a position in ONEQ in Q3 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 209 funds tracked by Wall St. Rank hold ONEQ as of Q1 2022.

  • Geneva Partners reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2022 after selling out during the quarter.
  • Geneva Partners sold 3,617 Fidelity Nasdaq Composite Index ETF shares in Q1 2022, an estimated $220K.
  • Geneva Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2021 and held it in 2 quarters.
  • Geneva Partners's Fidelity Nasdaq Composite Index ETF position peaked at $220K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2022.

Based on Geneva Partners's 13F filing for Q1 2022, filed 3 May 2022.