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Steward Partners Investment Solutions’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$18.9M Buy
293,564
+27,573
+10% +$1.71M 3.18% 4
2023
Q4 		$15.8M Buy
+265,991
New +$14.6M 6.57% 2

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 $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Steward Partners Investment Solutions's ONEQ Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 10% in Q1 2024, buying an estimated $1.71M and bringing the position to 293,564 shares worth $18.9M. The position accounts for 3.18% of the portfolio, ranked #4.

Steward Partners Investment Solutions first reported a position in ONEQ in Q4 2023 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold ONEQ as of Q1 2024.

  • Steward Partners Investment Solutions held 293,564 shares of Fidelity Nasdaq Composite Index ETF worth $18.9M as of Q1 2024.
  • Steward Partners Investment Solutions bought 27,573 Fidelity Nasdaq Composite Index ETF shares in Q1 2024, an estimated $1.71M.
  • Fidelity Nasdaq Composite Index ETF made up 3.18% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #4 holding.
  • Steward Partners Investment Solutions first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.