CSWG
FIVA

Cardinal Strategic Wealth Guidance’s Fidelity International Value Factor ETF FIVA Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q2 		– Sell
-2,072
Closed -$49K – 95
2022
Q1 		$49K Buy
+2,072
New +$50K 0.02% 79

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's FIVA Position: Q2 2022 in Review

Cardinal Strategic Wealth Guidance sold out of Fidelity International Value Factor ETF (FIVA) in Q2 2022, closing a stake of 2,072 shares — an estimated $49K sold.

Cardinal Strategic Wealth Guidance first reported a position in FIVA in Q1 2022 and held it in 1 quarter. The position peaked at $49K in Q1 2022. 17 funds tracked by Wall St. Rank hold FIVA as of Q2 2022.

  • Cardinal Strategic Wealth Guidance reported no remaining Fidelity International Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 2,072 Fidelity International Value Factor ETF shares in Q2 2022, an estimated $49K.
  • Cardinal Strategic Wealth Guidance first reported a position in Fidelity International Value Factor ETF in Q1 2022 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Fidelity International Value Factor ETF position peaked at $49K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2022.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2022, filed 27 Jul 2022.