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Syntegra Private Wealth Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Syntegra Private Wealth Group’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 		– Sell
-4,141
Closed -$245K – 143
2023
Q4 		$245K Hold
4,141
– – 0.03% 117
2023
Q3 		$215K Hold
4,141
– – 0.03% 120
2023
Q2 		$224K Buy
+4,141
New +$206K 0.03% 126

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Syntegra Private Wealth Group's ONEQ Position: Q1 2024 in Review

Syntegra Private Wealth Group sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q1 2024, closing a stake of 4,141 shares — an estimated $245K sold.

Syntegra Private Wealth Group first reported a position in ONEQ in Q2 2023 and held it in 3 quarters. The position peaked at $245K in Q4 2023. 286 funds tracked by Wall St. Rank hold ONEQ as of Q1 2024.

  • Syntegra Private Wealth Group reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q1 2024 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 4,141 Fidelity Nasdaq Composite Index ETF shares in Q1 2024, an estimated $245K.
  • Syntegra Private Wealth Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2023 and held it in 3 quarters.
  • Syntegra Private Wealth Group's Fidelity Nasdaq Composite Index ETF position peaked at $245K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2024.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.