AssetMark Inc
FPFD icon

AssetMark Inc’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

AssetMark Inc’s Portfolio FPFD Stock Details FPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10
Closed -$215 – 2301
2024
Q2 		$215 Buy
+10
New +$214 ﹤0.01% 2002

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AssetMark Inc's FPFD Position: Q3 2024 in Review

AssetMark Inc sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q3 2024, closing a stake of 10 shares — an estimated $215 sold.

AssetMark Inc first reported a position in FPFD in Q2 2024 and held it in 1 quarter. The position peaked at $215 in Q2 2024. 14 funds tracked by Wall St. Rank hold FPFD as of Q3 2024.

  • AssetMark Inc reported no remaining Fidelity Preferred Securities & Income ETF position as of Q3 2024 after selling out during the quarter.
  • AssetMark Inc sold 10 Fidelity Preferred Securities & Income ETF shares in Q3 2024, an estimated $215.
  • AssetMark Inc first reported a position in Fidelity Preferred Securities & Income ETF in Q2 2024 and held it in 1 quarter.
  • AssetMark Inc's Fidelity Preferred Securities & Income ETF position peaked at $215 in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q3 2024.

Based on AssetMark Inc's 13F filing for Q3 2024, filed 1 Nov 2024.