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Arete Wealth Advisors’s First Commonwealth Financial FCF Stock Holding History

Arete Wealth Advisors’s Portfolio FCF Stock Details FCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,800
Closed -$213K – 566
2023
Q2 		$213K Buy
+16,800
New +$212K 0.02% 579

Other funds holding FCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arete Wealth Advisors's FCF Position: Q3 2023 in Review

Arete Wealth Advisors sold out of First Commonwealth Financial (FCF) in Q3 2023, closing a stake of 16,800 shares — an estimated $213K sold.

Arete Wealth Advisors first reported a position in FCF in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 185 funds tracked by Wall St. Rank hold FCF as of Q3 2023.

  • Arete Wealth Advisors reported no remaining First Commonwealth Financial position as of Q3 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 16,800 First Commonwealth Financial shares in Q3 2023, an estimated $213K.
  • Arete Wealth Advisors first reported a position in First Commonwealth Financial in Q2 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's First Commonwealth Financial position peaked at $213K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held First Commonwealth Financial as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.