Fidelity Investments’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Fidelity Investments’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-35	Closed	-$1K	–	4925
2021 Q4	$1K	Buy	35 +34	+3,400%	+$546	﹤0.01%	4089
2021 Q3	$0	Hold	1	–	–	﹤0.01%	4301
2021 Q2	$0	Buy	+1	New	+$16	﹤0.01%	4206
2020 Q3	–	Sell	-1	Closed	–	–	3653
2020 Q2	$0	Buy	+1	New	+$11	﹤0.01%	3558
2020 Q1	–	Sell	-16	Closed	–	–	3597
2019 Q4	$0	Buy	+16	New	+$237	﹤0.01%	3758

Other funds holding ARDC

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments's ARDC Position: Q1 2022 in Review

Fidelity Investments sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2022, closing a stake of 35 shares — an estimated $1K sold.

Fidelity Investments first reported a position in ARDC in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 57 funds tracked by Wall St. Rank hold ARDC as of Q1 2022.

Fidelity Investments reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2022 after selling out during the quarter.
Fidelity Investments sold 35 Are Dynamic Credit Allocation Fund shares in Q1 2022, an estimated $1K.
Fidelity Investments first reported a position in Are Dynamic Credit Allocation Fund in Q4 2019 and held it in 5 quarters.
Fidelity Investments's Are Dynamic Credit Allocation Fund position peaked at $1K in Q4 2021.
57 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2022.

Based on Fidelity Investments's 13F filing for Q1 2022, filed 13 May 2022.