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

Win 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
2024
Q3 		– Sell
-180,511
Closed -$12.6M – 77
2024
Q2 		$12.6M Buy
+180,511
New +$11.8M 5.64% 6

Other funds holding ONEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NFP Retirement Inc
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
Divergent Wealth Advisors
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Win Advisors's ONEQ Position: Q3 2024 in Review

Win Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024, closing a stake of 180,511 shares — an estimated $12.6M sold.

Win Advisors first reported a position in ONEQ in Q2 2024 and held it in 1 quarter. The position peaked at $12.6M in Q2 2024. 303 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

  • Win Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2024 after selling out during the quarter.
  • Win Advisors sold 180,511 Fidelity Nasdaq Composite Index ETF shares in Q3 2024, an estimated $12.6M.
  • Win Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and held it in 1 quarter.
  • Win Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $12.6M in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on Win Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.