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Atlas Private Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Atlas Private Wealth Management’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-101
Closed -$3K – 416
2020
Q2 		$3K Buy
+101
New +$2.62K ﹤0.01% 406

Other funds holding FDVV

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Management's FDVV Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Fidelity High Dividend ETF (FDVV) in Q3 2020, closing a stake of 101 shares — an estimated $3K sold.

Atlas Private Wealth Management first reported a position in FDVV in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 70 funds tracked by Wall St. Rank hold FDVV as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Fidelity High Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 101 Fidelity High Dividend ETF shares in Q3 2020, an estimated $3K.
  • Atlas Private Wealth Management first reported a position in Fidelity High Dividend ETF in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's Fidelity High Dividend ETF position peaked at $3K in Q2 2020.
  • 70 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.