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Sargent Bickham Lagudis’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Sargent Bickham Lagudis’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 		$41K Buy
+1,000
New +$42.7K ﹤0.01% 475
2016
Q3 		– Sell
-500
Closed -$10K – 761
2016
Q2 		$10K Buy
+500
New +$9.53K ﹤0.01% 549

Other funds holding ONEQ

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Sargent Bickham Lagudis's ONEQ Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2022: 1,000 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in ONEQ as recently as Q2 2016.

Sargent Bickham Lagudis first reported a position in ONEQ in Q2 2016 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold ONEQ as of Q4 2022.

  • Sargent Bickham Lagudis held 1,000 shares of Fidelity Nasdaq Composite Index ETF worth $41K as of Q4 2022.
  • Fidelity Nasdaq Composite Index ETF was a new Sargent Bickham Lagudis position in Q4 2022.
  • Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #475 holding.
  • Sargent Bickham Lagudis first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2016 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.