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Personal CFO Solutions’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-5,030
Closed -$360K – 568
2024
Q3 		$360K Sell
5,030
-1
-0% -$69 0.05% 347
2024
Q2 		$352K Buy
5,031
+2
+0% +$131 0.05% 335
2024
Q1 		$324K Hold
5,029
– – 0.05% 373
2023
Q4 		$298K Buy
+5,029
New +$276K 0.05% 375

Other funds holding ONEQ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Personal CFO Solutions's ONEQ Position: Q4 2024 in Review

Personal CFO Solutions sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2024, closing a stake of 5,030 shares — an estimated $360K sold.

Personal CFO Solutions first reported a position in ONEQ in Q4 2023 and held it in 4 quarters. The position peaked at $360K in Q3 2024. 336 funds tracked by Wall St. Rank hold ONEQ as of Q4 2024.

  • Personal CFO Solutions reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,030 Fidelity Nasdaq Composite Index ETF shares in Q4 2024, an estimated $360K.
  • Personal CFO Solutions first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's Fidelity Nasdaq Composite Index ETF position peaked at $360K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.