Fidelity Investments’s Clough Select Equity ETF CBSE Stock Holding History

Fidelity Investments’s Portfolio CBSE Stock Details CBSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$22	–	5302
2022 Q4	$22	Buy	+1	New	+$23	﹤0.01%	5095

Other funds holding CBSE

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Fidelity Investments's CBSE Position: Q1 2023 in Review

Fidelity Investments sold out of Clough Select Equity ETF (CBSE) in Q1 2023, closing a stake of 1 share — an estimated $22 sold.

Fidelity Investments first reported a position in CBSE in Q4 2022 and held it in 1 quarter. The position peaked at $22 in Q4 2022. 3 funds tracked by Wall St. Rank hold CBSE as of Q1 2023.

Fidelity Investments reported no remaining Clough Select Equity ETF position as of Q1 2023 after selling out during the quarter.
Fidelity Investments sold 1 Clough Select Equity ETF share in Q1 2023, an estimated $22.
Fidelity Investments first reported a position in Clough Select Equity ETF in Q4 2022 and held it in 1 quarter.
Fidelity Investments's Clough Select Equity ETF position peaked at $22 in Q4 2022.
3 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.