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Gerber Kawasaki Wealth & Investment Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-600
Closed -$33K – 834
2021
Q3 		$33K Buy
+600
New +$34.6K ﹤0.01% 382

Other funds holding ONEQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
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

Gerber Kawasaki Wealth & Investment Management's ONEQ Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2021, closing a stake of 600 shares — an estimated $33K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ONEQ in Q3 2021 and held it in 1 quarter. The position peaked at $33K in Q3 2021. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 600 Fidelity Nasdaq Composite Index ETF shares in Q4 2021, an estimated $33K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Fidelity Nasdaq Composite Index ETF position peaked at $33K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.