SCA
ONEQ icon

Stuart Chaussee & Associates’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-488
Closed -$43.5K – 104
2025
Q3 		$43.5K Hold
488
– – 0.01% 97
2025
Q2 		$39.1K Hold
488
– – 0.01% 99
2025
Q1 		$33.2K Hold
488
– – 0.01% 99
2024
Q4 		$37.1K Hold
488
– – 0.01% 93
2024
Q3 		$34.9K Hold
488
– – 0.01% 87
2024
Q2 		$34.1K Hold
488
– – 0.01% 81
2024
Q1 		$31.4K Hold
488
– – 0.01% 80
2023
Q4 		$28.9K Hold
488
– – 0.01% 77
2023
Q3 		$25.4K Buy
+488
New +$26.4K 0.01% 64
2021
Q2 		– Sell
-14,050
Closed -$722K – 214
2021
Q1 		$722K Hold
14,050
– – 0.28% 14
2020
Q4 		$705K Buy
14,050
+2,000
+17% +$93K 0.28% 10
2020
Q3 		$523K Buy
+12,050
New +$513K 0.24% 13

Other funds holding ONEQ

AF
Align Financial Hermantown, Minnesota $176M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return