Fidelity Investments’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Fidelity Investments’s Portfolio CUT Stock Details CUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2	Closed	-$64	–	5417
2023 Q4	$64	Hold	2	–	–	﹤0.01%	4985
2023 Q3	$60	Sell	2 -4	-67%	-$121	﹤0.01%	4907
2023 Q2	$176	Buy	+6	New	+$177	﹤0.01%	4919
2020 Q3	–	Sell	-1	Closed	–	–	3721
2020 Q2	$0	Sell	1 -1	-50%	-$23	﹤0.01%	3665
2020 Q1	$0	Sell	2 -1,954	-100%	-$49.6K	﹤0.01%	3702
2019 Q4	$57K	Buy	1,956 +1	+0.1%	+$28	﹤0.01%	2864
2019 Q3	$51K	Buy	+1,955	New	+$50.4K	﹤0.01%	2861
2019 Q1	–	Sell	-1	Closed	–	–	3671
2018 Q4	$0	Buy	+1	New	+$27	﹤0.01%	3592

Other funds holding CUT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CPA

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Fidelity Investments's CUT Position: Q1 2024 in Review

Fidelity Investments sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2024, closing a stake of 2 shares — an estimated $64 sold.

Fidelity Investments first reported a position in CUT in Q4 2018 and held it in 8 quarters. The position peaked at $57K in Q4 2019. 36 funds tracked by Wall St. Rank hold CUT as of Q1 2024.

Fidelity Investments reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 2 Invesco MSCI Global Timber ETF shares in Q1 2024, an estimated $64.
Fidelity Investments first reported a position in Invesco MSCI Global Timber ETF in Q4 2018 and held it in 8 quarters.
Fidelity Investments's Invesco MSCI Global Timber ETF position peaked at $57K in Q4 2019.
36 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.