Fidelity Investments
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Fidelity Investments’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Fidelity Investments’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$25 – 5540
2024
Q2 		$25 Buy
+1
New +$26 ﹤0.01% 5150
2023
Q1 		– Sell
-1
Closed -$26 – 5336
2022
Q4 		$26 Buy
+1
New +$26 ﹤0.01% 5055
2022
Q2 		– Sell
-1
Closed – – 5005
2022
Q1 		$0 Buy
+1
New +$26 ﹤0.01% 5044

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's DIVY Position: Q3 2024 in Review

Fidelity Investments sold out of Sound Equity Dividend Income ETF (DIVY) in Q3 2024, closing a stake of 1 share — an estimated $25 sold.

Fidelity Investments first reported a position in DIVY in Q1 2022 and held it in 3 quarters. The position peaked at $26 in Q4 2022. 10 funds tracked by Wall St. Rank hold DIVY as of Q3 2024.

  • Fidelity Investments reported no remaining Sound Equity Dividend Income ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Sound Equity Dividend Income ETF share in Q3 2024, an estimated $25.
  • Fidelity Investments first reported a position in Sound Equity Dividend Income ETF in Q1 2022 and held it in 3 quarters.
  • Fidelity Investments's Sound Equity Dividend Income ETF position peaked at $26 in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.