Kings Point Capital Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Kings Point Capital Management’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	$102K	Hold	1,830	–	–	0.01%	273
2021 Q4	$111K	Hold	1,830	–	–	0.01%	285
2021 Q3	$103K	Hold	1,830	–	–	0.01%	269
2021 Q2	$103K	Hold	1,830	–	–	0.01%	270
2021 Q1	$94K	Hold	1,830	–	–	0.01%	271
2020 Q4	$92K	Hold	1,830	–	–	0.01%	257
2020 Q3	$79K	Hold	1,830	–	–	0.01%	261
2020 Q2	$72K	Hold	1,830	–	–	0.01%	242
2020 Q1	$55K	Hold	1,830	–	–	0.01%	270
2019 Q4	$64K	Hold	1,830	–	–	0.01%	286
2019 Q3	$57K	Hold	1,830	–	–	0.01%	282
2019 Q2	$58K	Hold	1,830	–	–	0.01%	241
2019 Q1	$55K	Hold	1,830	–	–	0.01%	227
2018 Q4	$48K	Hold	1,830	–	–	0.01%	223
2018 Q3	$58K	Sell	1,830 -440	-19%	-$13.6K	0.01%	228
2018 Q2	$67K	Hold	2,270	–	–	0.01%	210
2018 Q1	$63K	Hold	2,270	–	–	0.01%	215
2017 Q4	$62K	Buy	+2,270	New	+$60.3K	0.01%	215

Other funds holding ONEQ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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 $1.84B AUM 13.62% 1-Year Est. Return

Kings Point Capital Management's ONEQ Position: Q1 2022 in Review

Kings Point Capital Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2022 at 1,830 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #273.

Kings Point Capital Management first reported a position in ONEQ in Q4 2017 and has held it in 18 quarters since. The position peaked at $111K in Q4 2021. 210 funds tracked by Wall St. Rank hold ONEQ as of Q1 2022.

Kings Point Capital Management held 1,830 shares of Fidelity Nasdaq Composite Index ETF worth $102K as of Q1 2022.
Kings Point Capital Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2022.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #273 holding.
Kings Point Capital Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2017 and has held it in 18 quarters since.
Kings Point Capital Management's Fidelity Nasdaq Composite Index ETF position peaked at $111K in Q4 2021.
210 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.