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

Inspire 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
2021
Q1 		– Sell
-640
Closed -$32K – 522
2020
Q4 		$32K Buy
+640
New +$29.8K 0.01% 286

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Inspire Advisors's ONEQ Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2021, closing a stake of 640 shares — an estimated $32K sold.

Inspire Advisors first reported a position in ONEQ in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 172 funds tracked by Wall St. Rank hold ONEQ as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 640 Fidelity Nasdaq Composite Index ETF shares in Q1 2021, an estimated $32K.
  • Inspire Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $32K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.