HSBC Holdings

HSBC Holdings’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

HSBC Holdings’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 Q3	–	Sell	-32,470	Closed	-$1.4M	–	3170
2022 Q2	$1.4M	Buy	32,470 +660	+2%	+$31.5K	﹤0.01%	1769
2022 Q1	$1.77M	Hold	31,810	–	–	﹤0.01%	1665
2021 Q4	$1.94M	Sell	31,810 -1,200	-4%	-$71.9K	﹤0.01%	1703
2021 Q3	$1.85M	Hold	33,010	–	–	﹤0.01%	1563
2021 Q2	$1.86M	Buy	33,010 +1,550	+5%	+$83.4K	﹤0.01%	1474
2021 Q1	$1.62M	Hold	31,460	–	–	﹤0.01%	1381
2020 Q4	$1.58M	Hold	31,460	–	–	﹤0.01%	1438
2020 Q3	$1.37M	Hold	31,460	–	–	﹤0.01%	1410
2020 Q2	$1.23M	Buy	31,460 +1,860	+6%	+$65.8K	﹤0.01%	1355
2020 Q1	$884K	Buy	+29,600	New	+$1.01M	﹤0.01%	1517

Other funds holding ONEQ

Fisher Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return