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Welch & Forbes’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Welch & Forbes’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
Q3 		– Sell
-2,938
Closed -$205K – 375
2024
Q2 		$205K Buy
+2,938
New +$192K ﹤0.01% 362

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $3.3B AUM 20.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Welch & Forbes's ONEQ Position: Q3 2024 in Review

Welch & Forbes sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024, closing a stake of 2,938 shares — an estimated $205K sold.

Welch & Forbes first reported a position in ONEQ in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

  • Welch & Forbes reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2024 after selling out during the quarter.
  • Welch & Forbes sold 2,938 Fidelity Nasdaq Composite Index ETF shares in Q3 2024, an estimated $205K.
  • Welch & Forbes first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and held it in 1 quarter.
  • Welch & Forbes's Fidelity Nasdaq Composite Index ETF position peaked at $205K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Welch & Forbes's 13F filing for Q3 2024, filed 4 Nov 2024.