IPW
ONEQ icon

Impact Partnership Wealth’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Impact Partnership Wealth’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
-22
Closed -$1.3K – 821
2023
Q4 		$1.3K Hold
22
– – ﹤0.01% 733
2023
Q3 		$1.14K Hold
22
– – ﹤0.01% 884
2023
Q2 		$1.19K Buy
+22
New +$1.09K ﹤0.01% 765

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Impact Partnership Wealth's ONEQ Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2024, closing a stake of 22 shares — an estimated $1.3K sold.

Impact Partnership Wealth first reported a position in ONEQ in Q2 2023 and held it in 3 quarters. The position peaked at $1.3K in Q4 2023. 286 funds tracked by Wall St. Rank hold ONEQ as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 22 Fidelity Nasdaq Composite Index ETF shares in Q1 2024, an estimated $1.3K.
  • Impact Partnership Wealth first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Fidelity Nasdaq Composite Index ETF position peaked at $1.3K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.