Allworth Financial’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

Allworth Financial’s Portfolio FPRO Stock Details FPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-95	Closed	-$2K	–	3735
2024 Q1	$2K	Buy	+95	New	+$1.99K	﹤0.01%	2808

Other funds holding FPRO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's FPRO Position: Q2 2024 in Review

Allworth Financial sold out of Fidelity Real Estate Investment ETF (FPRO) in Q2 2024, closing a stake of 95 shares — an estimated $2K sold.

Allworth Financial first reported a position in FPRO in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 5 funds tracked by Wall St. Rank hold FPRO as of Q2 2024.

Allworth Financial reported no remaining Fidelity Real Estate Investment ETF position as of Q2 2024 after selling out during the quarter.
Allworth Financial sold 95 Fidelity Real Estate Investment ETF shares in Q2 2024, an estimated $2K.
Allworth Financial first reported a position in Fidelity Real Estate Investment ETF in Q1 2024 and held it in 1 quarter.
Allworth Financial's Fidelity Real Estate Investment ETF position peaked at $2K in Q1 2024.
5 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.