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Crown Wealth Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Crown Wealth Group’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
Q4 		– Sell
-76,736
Closed -$2.16M – 71
2022
Q3 		$2.16M Sell
76,736
-29,973
-28% -$919K 2.22% 13
2022
Q2 		$3.1M Sell
106,709
-39,787
-27% -$1.28M 2.82% 8
2022
Q1 		$4.98M Buy
+146,496
New +$4.87M 3.47% 8

Other funds holding FCPI

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Crown Wealth Group's FCPI Position: Q4 2022 in Review

Crown Wealth Group sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q4 2022, closing a stake of 76,736 shares — an estimated $2.16M sold.

Crown Wealth Group first reported a position in FCPI in Q1 2022 and held it in 3 quarters. The position peaked at $4.98M in Q1 2022. 48 funds tracked by Wall St. Rank hold FCPI as of Q4 2022.

  • Crown Wealth Group reported no remaining Fidelity Stocks for Inflation ETF position as of Q4 2022 after selling out during the quarter.
  • Crown Wealth Group sold 76,736 Fidelity Stocks for Inflation ETF shares in Q4 2022, an estimated $2.16M.
  • Crown Wealth Group first reported a position in Fidelity Stocks for Inflation ETF in Q1 2022 and held it in 3 quarters.
  • Crown Wealth Group's Fidelity Stocks for Inflation ETF position peaked at $4.98M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q4 2022.

Based on Crown Wealth Group's 13F filing for Q4 2022, filed 9 Feb 2023.