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Salomon & Ludwin’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Salomon & Ludwin’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 		– Sell
-586
Closed -$37.7K – 803
2024
Q1 		$37.7K Hold
586
– – ﹤0.01% 394
2023
Q4 		$30.5K Hold
586
– – ﹤0.01% 366
2023
Q3 		$30.5K Buy
+586
New +$31.7K ﹤0.01% 366

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

Salomon & Ludwin's ONEQ Position: Q2 2024 in Review

Salomon & Ludwin sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2024, closing a stake of 586 shares — an estimated $37.7K sold.

Salomon & Ludwin first reported a position in ONEQ in Q3 2023 and held it in 3 quarters. The position peaked at $37.7K in Q1 2024. 296 funds tracked by Wall St. Rank hold ONEQ as of Q2 2024.

  • Salomon & Ludwin reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 586 Fidelity Nasdaq Composite Index ETF shares in Q2 2024, an estimated $37.7K.
  • Salomon & Ludwin first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Fidelity Nasdaq Composite Index ETF position peaked at $37.7K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.