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Relative Value Partners Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Relative Value Partners Group’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
Q2 		$286K Buy
+4,084
New +$267K 0.04% 270

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Relative Value Partners Group's ONEQ Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2024: 4,084 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #270 among its holdings.

296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

  • Relative Value Partners Group held 4,084 shares of Fidelity Nasdaq Composite Index ETF worth $286K as of Q2 2024.
  • Fidelity Nasdaq Composite Index ETF was a new Relative Value Partners Group position in Q2 2024.
  • Fidelity Nasdaq Composite Index ETF made up 0.04% of Relative Value Partners Group's portfolio in Q2 2024, its #270 holding.
  • 296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.