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Kelman-Lazarov Inc’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-3,500
Closed -$213K – 85
2021
Q4 		$213K Buy
+3,500
New +$210K 0.07% 82
2017
Q1 		– Sell
-3,500
Closed -$74.1K – 203
2016
Q4 		$74.1K Hold
3,500
– – 0.04% 149
2016
Q3 		$72.9K Hold
3,500
– – 0.04% 160
2016
Q2 		$66.9K Hold
3,500
– – 0.04% 159
2016
Q1 		$67K Buy
+3,500
New +$63.5K 0.04% 167

Other funds holding ONEQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Kelman-Lazarov Inc's ONEQ Position: Q1 2022 in Review

Kelman-Lazarov Inc sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2022, closing a stake of 3,500 shares — an estimated $213K sold.

Kelman-Lazarov Inc first reported a position in ONEQ in Q1 2016 and held it in 5 quarters. The position peaked at $213K in Q4 2021. 209 funds tracked by Wall St. Rank hold ONEQ as of Q1 2022.

  • Kelman-Lazarov Inc reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2022 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,500 Fidelity Nasdaq Composite Index ETF shares in Q1 2022, an estimated $213K.
  • Kelman-Lazarov Inc first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2016 and held it in 5 quarters.
  • Kelman-Lazarov Inc's Fidelity Nasdaq Composite Index ETF position peaked at $213K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2022.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2022, filed 10 May 2022.