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Buck Wealth Strategies’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

Buck Wealth Strategies’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$932 – 156
2023
Q3 		$932 Buy
+50
New +$1.01K ﹤0.01% 336

Other funds holding FPRO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buck Wealth Strategies's FPRO Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Fidelity Real Estate Investment ETF (FPRO) in Q4 2023, closing a stake of 50 shares — an estimated $932 sold.

Buck Wealth Strategies first reported a position in FPRO in Q3 2023 and held it in 1 quarter. The position peaked at $932 in Q3 2023. 9 funds tracked by Wall St. Rank hold FPRO as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Fidelity Real Estate Investment ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 50 Fidelity Real Estate Investment ETF shares in Q4 2023, an estimated $932.
  • Buck Wealth Strategies first reported a position in Fidelity Real Estate Investment ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Fidelity Real Estate Investment ETF position peaked at $932 in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.