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Israel Englander’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Israel Englander’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
-4,091
Closed -$242K – 6517
2023
Q4 		$242K Buy
+4,091
New +$224K ﹤0.01% 5081
2023
Q3 		– Sell
-8,835
Closed -$478K – 6426
2023
Q2 		$478K Buy
+8,835
New +$440K ﹤0.01% 4581
2018
Q1 		– Sell
-8,790
Closed -$238K – 3962
2017
Q4 		$238K Buy
+8,790
New +$234K ﹤0.01% 3447

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 $103B AUM 28.65% 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

Israel Englander's ONEQ Position: Q1 2024 in Review

Israel Englander sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2024, closing a stake of 4,091 shares — an estimated $242K sold.

Israel Englander first reported a position in ONEQ in Q4 2017 and held it in 3 quarters. The position peaked at $478K in Q2 2023. 286 funds tracked by Wall St. Rank hold ONEQ as of Q1 2024.

  • Israel Englander reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2024 after selling out during the quarter.
  • Israel Englander sold 4,091 Fidelity Nasdaq Composite Index ETF shares in Q1 2024, an estimated $242K.
  • Israel Englander first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2017 and held it in 3 quarters.
  • Israel Englander's Fidelity Nasdaq Composite Index ETF position peaked at $478K in Q2 2023.
  • 286 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.