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Amplius Wealth Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Amplius Wealth Advisors’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1
Closed – – 439
2021
Q4 		$0 Buy
+1
New +$54 ﹤0.01% 957

Other funds holding FQAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Amplius Wealth Advisors's FQAL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2022, closing a stake of 1 share.

Amplius Wealth Advisors first reported a position in FQAL in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 64 funds tracked by Wall St. Rank hold FQAL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Fidelity Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1 Fidelity Quality Factor ETF share in Q1 2022.
  • Amplius Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Fidelity Quality Factor ETF position peaked at $0 in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.