GI
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Gradient Investments’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1
Closed – – 1221
2021
Q2 		$0 Buy
+1
New +$54 ﹤0.01% 1231
2020
Q3 		– Sell
-180
Closed -$7K – 1194
2020
Q2 		$7K Buy
+180
New +$6.37K ﹤0.01% 696
2019
Q3 		– Sell
-100
Closed -$3K – 1191
2019
Q2 		$3K Sell
100
-50
-33% -$1.55K ﹤0.01% 836
2019
Q1 		$5K Buy
+150
New +$4.32K ﹤0.01% 652

Other funds holding ONEQ

FIG
Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 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 $1.55T AUM 33.47% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Gradient Investments's ONEQ Position: Q3 2021 in Review

Gradient Investments sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2021, closing a stake of 1 share.

Gradient Investments first reported a position in ONEQ in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 195 funds tracked by Wall St. Rank hold ONEQ as of Q3 2021.

  • Gradient Investments reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2021 after selling out during the quarter.
  • Gradient Investments sold 1 Fidelity Nasdaq Composite Index ETF share in Q3 2021.
  • Gradient Investments first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2019 and held it in 4 quarters.
  • Gradient Investments's Fidelity Nasdaq Composite Index ETF position peaked at $7K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.