AIM
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Axiom Investment Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Axiom Investment 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
2019
Q3 		– Sell
-80,500
Closed -$2.39M – 295
2019
Q2 		$2.39M Hold
80,500
– – 0.43% 56
2019
Q1 		$2.41M Hold
80,500
– – 0.46% 57
2018
Q4 		$2.2M Buy
+80,500
New +$2.36M 0.46% 54

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axiom Investment Management's FDVV Position: Q3 2019 in Review

Axiom Investment Management sold out of Fidelity High Dividend ETF (FDVV) in Q3 2019, closing a stake of 80,500 shares — an estimated $2.39M sold.

Axiom Investment Management first reported a position in FDVV in Q4 2018 and held it in 3 quarters. The position peaked at $2.41M in Q1 2019. 50 funds tracked by Wall St. Rank hold FDVV as of Q3 2019.

  • Axiom Investment Management reported no remaining Fidelity High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 80,500 Fidelity High Dividend ETF shares in Q3 2019, an estimated $2.39M.
  • Axiom Investment Management first reported a position in Fidelity High Dividend ETF in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Fidelity High Dividend ETF position peaked at $2.41M in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.