Valeo Financial Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-460	Closed	-$24K	–	1394
2021 Q1	$24K	Hold	460	–	–	﹤0.01%	1115
2020 Q4	$23K	Hold	460	–	–	﹤0.01%	992
2020 Q3	$20K	Hold	460	–	–	﹤0.01%	918
2020 Q2	$18K	Hold	460	–	–	﹤0.01%	1100
2020 Q1	$15K	Hold	460	–	–	﹤0.01%	961
2019 Q4	$16K	Buy	+460	New	+$15.3K	﹤0.01%	979
2019 Q3	–	Sell	-750	Closed	-$24K	–	1638
2019 Q2	$24K	Hold	750	–	–	﹤0.01%	797
2019 Q1	$23K	Hold	750	–	–	﹤0.01%	749
2018 Q4	$19K	Hold	750	–	–	﹤0.01%	723
2018 Q3	$21K	Hold	750	–	–	﹤0.01%	761
2018 Q2	$23K	Hold	750	–	–	﹤0.01%	729
2018 Q1	$21K	Buy	+750	New	+$21.3K	﹤0.01%	701

Other funds holding ONEQ

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

FIG

Freed Investment Group Boston, Massachusetts $131M AUM 30.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Valeo Financial Advisors's ONEQ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2021, closing a stake of 460 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in ONEQ in Q1 2018 and held it in 12 quarters. The position peaked at $24K in Q1 2021. 183 funds tracked by Wall St. Rank hold ONEQ as of Q2 2021.

Valeo Financial Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 460 Fidelity Nasdaq Composite Index ETF shares in Q2 2021, an estimated $24K.
Valeo Financial Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2018 and held it in 12 quarters.
Valeo Financial Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $24K in Q1 2021.
183 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.