AAS
FCOR icon

Avantax Advisory Services’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Avantax Advisory Services’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,312
Closed -$247K – 2092
2024
Q1 		$247K Sell
5,312
-956
-15% -$44.4K ﹤0.01% 1412
2023
Q4 		$295K Buy
6,268
+68
+1% +$3.03K ﹤0.01% 1244
2023
Q3 		$271K Buy
6,200
+55
+0.9% +$2.48K ﹤0.01% 1254
2023
Q2 		$281K Sell
6,145
-1,155
-16% -$52.9K ﹤0.01% 1219
2023
Q1 		$337K Buy
7,300
+951
+15% +$43.7K ﹤0.01% 1086
2022
Q4 		$285K Buy
6,349
+1,677
+36% +$74.6K ﹤0.01% 1135
2022
Q3 		$205K Buy
4,672
+62
+1% +$2.88K ﹤0.01% 1205
2022
Q2 		$214K Buy
4,610
+52
+1% +$2.48K ﹤0.01% 1170
2022
Q1 		$231K Buy
4,558
+243
+6% +$12.7K ﹤0.01% 1126
2021
Q4 		$237K Buy
4,315
+133
+3% +$7.35K ﹤0.01% 1092
2021
Q3 		$232K Buy
4,182
+69
+2% +$3.87K ﹤0.01% 1037
2021
Q2 		$232K Buy
+4,113
New +$226K ﹤0.01% 1007

Other funds holding FCOR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's FCOR Position: Q2 2024 in Review

Avantax Advisory Services sold out of Fidelity Corporate Bond ETF (FCOR) in Q2 2024, closing a stake of 5,312 shares — an estimated $247K sold.

Avantax Advisory Services first reported a position in FCOR in Q2 2021 and held it in 12 quarters. The position peaked at $337K in Q1 2023. 48 funds tracked by Wall St. Rank hold FCOR as of Q2 2024.

  • Avantax Advisory Services reported no remaining Fidelity Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 5,312 Fidelity Corporate Bond ETF shares in Q2 2024, an estimated $247K.
  • Avantax Advisory Services first reported a position in Fidelity Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
  • Avantax Advisory Services's Fidelity Corporate Bond ETF position peaked at $337K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.