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Atria Wealth Solutions’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Atria Wealth Solutions’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,640
Closed -$398K – 1908
2023
Q1 		$398K Buy
12,640
+200
+2% +$6.26K 0.01% 1269
2022
Q4 		$385K Buy
+12,440
New +$389K 0.01% 1218

Other funds holding FCPI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atria Wealth Solutions's FCPI Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2023, closing a stake of 12,640 shares — an estimated $398K sold.

Atria Wealth Solutions first reported a position in FCPI in Q4 2022 and held it in 2 quarters. The position peaked at $398K in Q1 2023. 36 funds tracked by Wall St. Rank hold FCPI as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,640 Fidelity Stocks for Inflation ETF shares in Q2 2023, an estimated $398K.
  • Atria Wealth Solutions first reported a position in Fidelity Stocks for Inflation ETF in Q4 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Fidelity Stocks for Inflation ETF position peaked at $398K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.