MFG
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Magnus Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Magnus Financial Group’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
Q4 		– Sell
-6,580
Closed -$285K – 380
2020
Q3 		$285K Buy
+6,580
New +$280K 0.03% 202

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIG
Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Magnus Financial Group's ONEQ Position: Q4 2020 in Review

Magnus Financial Group sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2020, closing a stake of 6,580 shares — an estimated $285K sold.

Magnus Financial Group first reported a position in ONEQ in Q3 2020 and held it in 1 quarter. The position peaked at $285K in Q3 2020. 166 funds tracked by Wall St. Rank hold ONEQ as of Q4 2020.

  • Magnus Financial Group reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2020 after selling out during the quarter.
  • Magnus Financial Group sold 6,580 Fidelity Nasdaq Composite Index ETF shares in Q4 2020, an estimated $285K.
  • Magnus Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2020 and held it in 1 quarter.
  • Magnus Financial Group's Fidelity Nasdaq Composite Index ETF position peaked at $285K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2020.

Based on Magnus Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.