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Jaffetilchin Investment Partners’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-377
Closed -$27K – 990
2024
Q3 		$27K Buy
+377
New +$26.2K ﹤0.01% 693

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jaffetilchin Investment Partners's ONEQ Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2024, closing a stake of 377 shares — an estimated $27K sold.

Jaffetilchin Investment Partners first reported a position in ONEQ in Q3 2024 and held it in 1 quarter. The position peaked at $27K in Q3 2024. 336 funds tracked by Wall St. Rank hold ONEQ as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 377 Fidelity Nasdaq Composite Index ETF shares in Q4 2024, an estimated $27K.
  • Jaffetilchin Investment Partners first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Fidelity Nasdaq Composite Index ETF position peaked at $27K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.