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Permanens Capital’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Permanens Capital’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
2021
Q1 		– Sell
-1,060
Closed -$53K – 131
2020
Q4 		$53K Buy
+1,060
New +$49.3K 0.01% 81

Other funds holding ONEQ

FIG
Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.84B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Permanens Capital's ONEQ Position: Q1 2021 in Review

Permanens Capital sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2021, closing a stake of 1,060 shares — an estimated $53K sold.

Permanens Capital first reported a position in ONEQ in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 172 funds tracked by Wall St. Rank hold ONEQ as of Q1 2021.

  • Permanens Capital reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2021 after selling out during the quarter.
  • Permanens Capital sold 1,060 Fidelity Nasdaq Composite Index ETF shares in Q1 2021, an estimated $53K.
  • Permanens Capital first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and held it in 1 quarter.
  • Permanens Capital's Fidelity Nasdaq Composite Index ETF position peaked at $53K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2021.

Based on Permanens Capital's 13F filing for Q1 2021, filed 13 May 2021.