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Howe & Rusling’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-100
Closed -$4K – 808
2022
Q3 		$4K Hold
100
– – ﹤0.01% 731
2022
Q2 		$4K Hold
100
– – ﹤0.01% 714
2022
Q1 		$6K Hold
100
– – ﹤0.01% 618
2021
Q4 		$6K Buy
+100
New +$5.99K ﹤0.01% 630

Other funds holding ONEQ

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Howe & Rusling's ONEQ Position: Q4 2022 in Review

Howe & Rusling sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Howe & Rusling first reported a position in ONEQ in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2022.

  • Howe & Rusling reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 100 Fidelity Nasdaq Composite Index ETF shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and held it in 4 quarters.
  • Howe & Rusling's Fidelity Nasdaq Composite Index ETF position peaked at $6K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.