Empirical Asset Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-22,835
Closed -$545K 162
2022
Q4
$545K Buy
22,835
+129
+0.6% +$3.06K 0.57% 61
2022
Q3
$495K Buy
22,706
+8,258
+57% +$196K 0.54% 68
2022
Q2
$326K Buy
+14,448
New +$349K 0.34% 110

Other funds holding FLRG

Empirical Asset Management's FLRG Position: Q1 2023 in Review

Empirical Asset Management sold out of Fidelity US Multifactor ETF (FLRG) in Q1 2023, closing a stake of 22,835 shares — an estimated $545K sold.

Empirical Asset Management first reported a position in FLRG in Q2 2022 and held it in 3 quarters. The position peaked at $545K in Q4 2022. 8 funds tracked by Wall St. Rank hold FLRG as of Q1 2023.

  • Empirical Asset Management reported no remaining Fidelity US Multifactor ETF position as of Q1 2023 after selling out during the quarter.
  • Empirical Asset Management sold 22,835 Fidelity US Multifactor ETF shares in Q1 2023, an estimated $545K.
  • Empirical Asset Management first reported a position in Fidelity US Multifactor ETF in Q2 2022 and held it in 3 quarters.
  • Empirical Asset Management's Fidelity US Multifactor ETF position peaked at $545K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2023.

Based on Empirical Asset Management's 13F filing for Q1 2023, filed 18 Apr 2023.