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World Equity Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

World Equity 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
Q3 		– Sell
-3,172
Closed -$222K – 299
2024
Q2 		$222K Buy
+3,172
New +$208K 0.07% 246

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

World Equity Group's ONEQ Position: Q3 2024 in Review

World Equity Group sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q3 2024, closing a stake of 3,172 shares — an estimated $222K sold.

World Equity Group first reported a position in ONEQ in Q2 2024 and held it in 1 quarter. The position peaked at $222K in Q2 2024. 302 funds tracked by Wall St. Rank hold ONEQ as of Q3 2024.

  • World Equity Group reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 3,172 Fidelity Nasdaq Composite Index ETF shares in Q3 2024, an estimated $222K.
  • World Equity Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and held it in 1 quarter.
  • World Equity Group's Fidelity Nasdaq Composite Index ETF position peaked at $222K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.