Global Wealth Management Investment Advisory’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-110	Closed	-$6.52K	–	339
2023 Q4	$6.52K	Hold	110	–	–	﹤0.01%	317
2023 Q3	$5.72K	Hold	110	–	–	﹤0.01%	327
2023 Q2	$5.95K	Buy	+110	New	+$5.47K	﹤0.01%	331
2022 Q3	–	Sell	-110	Closed	-$5K	–	367
2022 Q2	$5K	Hold	110	–	–	﹤0.01%	342
2022 Q1	$6K	Hold	110	–	–	﹤0.01%	355
2021 Q4	$7K	Sell	110 -450	-80%	-$27K	﹤0.01%	340
2021 Q3	$31K	Buy	+560	New	+$32.3K	0.01%	229

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

DWA

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

Global Wealth Management Investment Advisory's ONEQ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2024, closing a stake of 110 shares — an estimated $6.52K sold.

Global Wealth Management Investment Advisory first reported a position in ONEQ in Q3 2021 and held it in 7 quarters. The position peaked at $31K in Q3 2021. 286 funds tracked by Wall St. Rank hold ONEQ as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 110 Fidelity Nasdaq Composite Index ETF shares in Q1 2024, an estimated $6.52K.
Global Wealth Management Investment Advisory first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Fidelity Nasdaq Composite Index ETF position peaked at $31K in Q3 2021.
286 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.