Lake Point Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Lake Point Wealth 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 Q2	$9K	Hold	200	–	–	0.01%	164
2022 Q1	$11K	Hold	200	–	–	0.01%	152
2021 Q4	$12K	Hold	200	–	–	0.01%	157
2021 Q3	$11K	Hold	200	–	–	0.01%	157
2021 Q2	$11K	Buy	+200	New	+$10.8K	0.01%	165
2020 Q1	$6K	Hold	200	–	–	0.01%	149
2019 Q4	$7K	Buy	+200	New	+$6.64K	﹤0.01%	314

Other funds holding ONEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

DWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Lake Point Wealth Management's ONEQ Position: Q2 2022 in Review

Lake Point Wealth Management held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q2 2022 at 200 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #164.

Lake Point Wealth Management first reported a position in ONEQ in Q4 2019 and has held it in 7 quarters since. The position peaked at $12K in Q4 2021. 198 funds tracked by Wall St. Rank hold ONEQ as of Q2 2022.

Lake Point Wealth Management held 200 shares of Fidelity Nasdaq Composite Index ETF worth $9K as of Q2 2022.
Lake Point Wealth Management left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q2 2022.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #164 holding.
Lake Point Wealth Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's Fidelity Nasdaq Composite Index ETF position peaked at $12K in Q4 2021.
198 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.