CAPTRUST Financial Advisors
FCPI icon

CAPTRUST Financial Advisors’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,000
Closed -$29K – 2719
2022
Q2 		$29K Buy
+1,000
New +$32.1K ﹤0.01% 3147

Other funds holding FCPI

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors's FCPI Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2022, closing a stake of 1,000 shares — an estimated $29K sold.

CAPTRUST Financial Advisors first reported a position in FCPI in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 40 funds tracked by Wall St. Rank hold FCPI as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,000 Fidelity Stocks for Inflation ETF shares in Q3 2022, an estimated $29K.
  • CAPTRUST Financial Advisors first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Fidelity Stocks for Inflation ETF position peaked at $29K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.