BTWM
FIVA

Baker Tilly Wealth Management’s Fidelity International Value Factor ETF FIVA Stock Holding History

Baker Tilly Wealth Management’s Portfolio FIVA Stock Details FIVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,507
Closed -$326K – 549
2022
Q3 		$326K Buy
+18,507
New +$368K 0.04% 397

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BWCS
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Cambridge Investment Research Advisors
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OMC
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ASN
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Baker Tilly Wealth Management's FIVA Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Fidelity International Value Factor ETF (FIVA) in Q4 2022, closing a stake of 18,507 shares — an estimated $326K sold.

Baker Tilly Wealth Management first reported a position in FIVA in Q3 2022 and held it in 1 quarter. The position peaked at $326K in Q3 2022. 15 funds tracked by Wall St. Rank hold FIVA as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Fidelity International Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 18,507 Fidelity International Value Factor ETF shares in Q4 2022, an estimated $326K.
  • Baker Tilly Wealth Management first reported a position in Fidelity International Value Factor ETF in Q3 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Fidelity International Value Factor ETF position peaked at $326K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.