Envestnet Asset Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Envestnet Asset Management’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
2023 Q1	–	Sell	-60,544	Closed	-$1.87M	–	4016
2022 Q4	$1.87M	Buy	60,544 +25,402	+72%	+$794K	﹤0.01%	2198
2022 Q3	$990K	Sell	35,142 -10,033	-22%	-$308K	﹤0.01%	2573
2022 Q2	$1.31M	Buy	45,175 +12,659	+39%	+$407K	﹤0.01%	2382
2022 Q1	$1.11M	Buy	+32,516	New	+$1.08M	﹤0.01%	2593

Other funds holding FCPI

Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Envestnet Asset Management's FCPI Position: Q1 2023 in Review

Envestnet Asset Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q1 2023, closing a stake of 60,544 shares — an estimated $1.87M sold.

Envestnet Asset Management first reported a position in FCPI in Q1 2022 and held it in 4 quarters. The position peaked at $1.87M in Q4 2022. 37 funds tracked by Wall St. Rank hold FCPI as of Q1 2023.

Envestnet Asset Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q1 2023 after selling out during the quarter.
Envestnet Asset Management sold 60,544 Fidelity Stocks for Inflation ETF shares in Q1 2023, an estimated $1.87M.
Envestnet Asset Management first reported a position in Fidelity Stocks for Inflation ETF in Q1 2022 and held it in 4 quarters.
Envestnet Asset Management's Fidelity Stocks for Inflation ETF position peaked at $1.87M in Q4 2022.
37 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.