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Kelly Financial Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-166
Closed -$11.6K – 550
2024
Q2 		$11.6K Sell
166
-14
-8% -$917 ﹤0.01% 408
2024
Q1 		$11.6K Buy
+180
New +$11.1K ﹤0.01% 408

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Kelly Financial Services's ONEQ Position: Q3 2024 in Review

Kelly Financial Services sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024, closing a stake of 166 shares — an estimated $11.6K sold.

Kelly Financial Services first reported a position in ONEQ in Q1 2024 and held it in 2 quarters. The position peaked at $11.6K in Q1 2024. 302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

  • Kelly Financial Services reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 166 Fidelity Nasdaq Composite Index ETF shares in Q3 2024, an estimated $11.6K.
  • Kelly Financial Services first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's Fidelity Nasdaq Composite Index ETF position peaked at $11.6K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.