ACG Wealth
FIVA icon

ACG Wealth’s Fidelity International Value Factor ETF FIVA Stock Holding History

ACG Wealth’s Portfolio FIVA Stock Details FIVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-804
Closed -$16K – 504
2022
Q2 		$16K Buy
+804
New +$17.7K ﹤0.01% 615

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Citadel Advisors
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RFG Advisory
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mariner Independent Advisor Network
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

ACG Wealth's FIVA Position: Q3 2022 in Review

ACG Wealth sold out of Fidelity International Value Factor ETF (FIVA) in Q3 2022, closing a stake of 804 shares — an estimated $16K sold.

ACG Wealth first reported a position in FIVA in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 17 funds tracked by Wall St. Rank hold FIVA as of Q3 2022.

  • ACG Wealth reported no remaining Fidelity International Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 804 Fidelity International Value Factor ETF shares in Q3 2022, an estimated $16K.
  • ACG Wealth first reported a position in Fidelity International Value Factor ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Fidelity International Value Factor ETF position peaked at $16K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.