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Index Fund Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Index Fund Advisors’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
-10,719
Closed -$463K – 92
2022
Q2 		$463K Buy
10,719
+22
+0.2% +$1.05K 0.04% 52
2022
Q1 		$594K Buy
10,697
+13
+0.1% +$710 0.04% 49
2021
Q4 		$651K Buy
+10,684
New +$640K 0.05% 51

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Index Fund Advisors's ONEQ Position: Q3 2022 in Review

Index Fund Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2022, closing a stake of 10,719 shares — an estimated $463K sold.

Index Fund Advisors first reported a position in ONEQ in Q4 2021 and held it in 3 quarters. The position peaked at $651K in Q4 2021. 192 funds tracked by Wall St. Rank hold ONEQ as of Q3 2022.

  • Index Fund Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2022 after selling out during the quarter.
  • Index Fund Advisors sold 10,719 Fidelity Nasdaq Composite Index ETF shares in Q3 2022, an estimated $463K.
  • Index Fund Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2021 and held it in 3 quarters.
  • Index Fund Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $651K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2022.

Based on Index Fund Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.