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HM Payson & Co’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

HM Payson & Co’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
-1,520
Closed -$86K – 1118
2021
Q2 		$86K Buy
1,520
+1,370
+913% +$73.7K ﹤0.01% 503
2021
Q1 		$8K Buy
+150
New +$7.77K ﹤0.01% 894

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 $1.84B AUM 13.62% 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

HM Payson & Co's ONEQ Position: Q3 2021 in Review

HM Payson & Co sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2021, closing a stake of 1,520 shares — an estimated $86K sold.

HM Payson & Co first reported a position in ONEQ in Q1 2021 and held it in 2 quarters. The position peaked at $86K in Q2 2021. 195 funds tracked by Wall St. Rank hold ONEQ as of Q3 2021.

  • HM Payson & Co reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2021 after selling out during the quarter.
  • HM Payson & Co sold 1,520 Fidelity Nasdaq Composite Index ETF shares in Q3 2021, an estimated $86K.
  • HM Payson & Co first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2021 and held it in 2 quarters.
  • HM Payson & Co's Fidelity Nasdaq Composite Index ETF position peaked at $86K in Q2 2021.
  • 195 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2021.

Based on HM Payson & Co's 13F filing for Q3 2021, filed 30 Nov 2021.