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McElhenny Sheffield Capital Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-170
Closed -$6.96K – 443
2022
Q4 		$6.96K Buy
+170
New +$7.26K ﹤0.01% 359

Other funds holding ONEQ

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McElhenny Sheffield Capital Management's ONEQ Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2023, closing a stake of 170 shares — an estimated $6.96K sold.

McElhenny Sheffield Capital Management first reported a position in ONEQ in Q4 2022 and held it in 1 quarter. The position peaked at $6.96K in Q4 2022. 218 funds tracked by Wall St. Rank hold ONEQ as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 170 Fidelity Nasdaq Composite Index ETF shares in Q1 2023, an estimated $6.96K.
  • McElhenny Sheffield Capital Management first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Fidelity Nasdaq Composite Index ETF position peaked at $6.96K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.