Northwest Investment Counselors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Northwest Investment Counselors’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
2024 Q3	$57.3K	Buy	+800	New	+$55.5K	0.01%	237
2024 Q2	–	Sell	-800	Closed	-$51.5K	–	395
2024 Q1	$51.5K	Buy	+800	New	+$49.5K	0.01%	229
2023 Q4	–	Sell	-800	Closed	-$41.6K	–	410
2023 Q3	$41.6K	Buy	+800	New	+$43.3K	0.01%	248

Other funds holding ONEQ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIIMS

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

DWA

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

Northwest Investment Counselors's ONEQ Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024: 800 shares worth $57.3K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in ONEQ as recently as Q1 2024.

Northwest Investment Counselors first reported a position in ONEQ in Q3 2023 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

Northwest Investment Counselors held 800 shares of Fidelity Nasdaq Composite Index ETF worth $57.3K as of Q3 2024.
Fidelity Nasdaq Composite Index ETF was a new Northwest Investment Counselors position in Q3 2024.
Fidelity Nasdaq Composite Index ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #237 holding.
Northwest Investment Counselors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2023 and has held it in 3 quarters since.
302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.