RA
ONEQ icon

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

Rise 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
2023
Q2 		– Sell
-96
Closed -$4.61K – 764
2023
Q1 		$4.61K Hold
96
– – ﹤0.01% 459
2022
Q4 		$3.93K Hold
96
– – ﹤0.01% 476
2022
Q3 		$4K Buy
96
+1
+1% +$47 ﹤0.01% 472
2022
Q2 		$4K Hold
95
– – ﹤0.01% 478
2022
Q1 		$5K Buy
+95
New +$5.19K ﹤0.01% 429

Other funds holding ONEQ

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Rise Advisors's ONEQ Position: Q2 2023 in Review

Rise Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2023, closing a stake of 96 shares — an estimated $4.61K sold.

Rise Advisors first reported a position in ONEQ in Q1 2022 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 236 funds tracked by Wall St. Rank hold ONEQ as of Q2 2023.

  • Rise Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 96 Fidelity Nasdaq Composite Index ETF shares in Q2 2023, an estimated $4.61K.
  • Rise Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and held it in 5 quarters.
  • Rise Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $5K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.