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Concord Wealth Partners’s Fidelity Quality Factor ETF FQAL Stock Holding History

Concord Wealth Partners’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-925
Closed -$50.3K – 872
2023
Q4 		$50.3K Buy
+925
New +$47.4K 0.01% 356

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concord Wealth Partners's FQAL Position: Q1 2024 in Review

Concord Wealth Partners sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2024, closing a stake of 925 shares — an estimated $50.3K sold.

Concord Wealth Partners first reported a position in FQAL in Q4 2023 and held it in 1 quarter. The position peaked at $50.3K in Q4 2023. 81 funds tracked by Wall St. Rank hold FQAL as of Q1 2024.

  • Concord Wealth Partners reported no remaining Fidelity Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 925 Fidelity Quality Factor ETF shares in Q1 2024, an estimated $50.3K.
  • Concord Wealth Partners first reported a position in Fidelity Quality Factor ETF in Q4 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Quality Factor ETF position peaked at $50.3K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.