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Meitav Investment House’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Meitav Investment House’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
Q4 		– Sell
-316,744
Closed -$13.3M – 371
2022
Q3 		$13.3M Buy
316,744
+12,731
+4% +$593K 0.23% 92
2022
Q2 		$13M Buy
304,013
+32,936
+12% +$1.57M 0.22% 96
2022
Q1 		$14.9M Buy
+271,077
New +$14.8M 0.22% 89

Other funds holding ONEQ

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Meitav Investment House's ONEQ Position: Q4 2022 in Review

Meitav Investment House sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2022, closing a stake of 316,744 shares — an estimated $13.3M sold.

Meitav Investment House first reported a position in ONEQ in Q1 2022 and held it in 3 quarters. The position peaked at $14.9M in Q1 2022. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2022.

  • Meitav Investment House reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2022 after selling out during the quarter.
  • Meitav Investment House sold 316,744 Fidelity Nasdaq Composite Index ETF shares in Q4 2022, an estimated $13.3M.
  • Meitav Investment House first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and held it in 3 quarters.
  • Meitav Investment House's Fidelity Nasdaq Composite Index ETF position peaked at $14.9M in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2022.

Based on Meitav Investment House's 13F filing for Q4 2022, filed 6 Feb 2023.