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PSI Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

PSI Advisors’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
-19
Closed -$1K – 806
2022
Q3 		$1K Buy
+19
New +$885 ﹤0.01% 710

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

PSI Advisors's ONEQ Position: Q4 2022 in Review

PSI Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

PSI Advisors first reported a position in ONEQ in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2022.

  • PSI Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2022 after selling out during the quarter.
  • PSI Advisors sold 19 Fidelity Nasdaq Composite Index ETF shares in Q4 2022, an estimated $1K.
  • PSI Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2022 and held it in 1 quarter.
  • PSI Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $1K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.