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Lenox Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Lenox Wealth Advisors’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
2020
Q3 		– Sell
-400
Closed -$16K – 627
2020
Q2 		$16K Buy
+400
New +$14.2K ﹤0.01% 324

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lenox Wealth Advisors's ONEQ Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2020, closing a stake of 400 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in ONEQ in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 135 funds tracked by Wall St. Rank hold ONEQ as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 400 Fidelity Nasdaq Composite Index ETF shares in Q3 2020, an estimated $16K.
  • Lenox Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $16K in Q2 2020.
  • 135 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.