TCI Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1,185	Closed	-$56.8K	–	1583
2023 Q1	$56.8K	Buy	1,185 +1	+0.1%	+$45	0.01%	401
2022 Q4	$48.5K	Hold	1,184	–	–	0.01%	421
2022 Q3	$49K	Buy	1,184 +821	+226%	+$38.3K	0.01%	370
2022 Q2	$16K	Hold	363	–	–	﹤0.01%	741
2022 Q1	$20K	Buy	363 +1	+0.3%	+$55	﹤0.01%	699
2021 Q4	$22K	Buy	362 +100	+38%	+$5.99K	﹤0.01%	668
2021 Q3	$15K	Buy	262 +52	+25%	+$3K	﹤0.01%	826
2021 Q2	$12K	Hold	210	–	–	﹤0.01%	862
2021 Q1	$11K	Sell	210 -460	-69%	-$23.8K	﹤0.01%	818
2020 Q4	$34K	Buy	670 +650	+3,250%	+$30.2K	0.02%	397
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	1382
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	1306
2020 Q1	$1K	Buy	+20	New	+$683	﹤0.01%	1306

Other funds holding ONEQ

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

TCI Wealth Advisors's ONEQ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2023, closing a stake of 1,185 shares — an estimated $56.8K sold.

TCI Wealth Advisors first reported a position in ONEQ in Q1 2020 and held it in 13 quarters. The position peaked at $56.8K in Q1 2023. 236 funds tracked by Wall St. Rank hold ONEQ as of Q2 2023.

TCI Wealth Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,185 Fidelity Nasdaq Composite Index ETF shares in Q2 2023, an estimated $56.8K.
TCI Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $56.8K in Q1 2023.
236 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.