Fidelity Investments
GVLU icon

Fidelity Investments’s Gotham 1000 Value ETF GVLU Stock Holding History

Fidelity Investments’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$22 – 5524
2023
Q4 		$22 Buy
+1
New +$20 ﹤0.01% 5188

Other funds holding GVLU

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Fidelity Investments's GVLU Position: Q1 2024 in Review

Fidelity Investments sold out of Gotham 1000 Value ETF (GVLU) in Q1 2024, closing a stake of 1 share — an estimated $22 sold.

Fidelity Investments first reported a position in GVLU in Q4 2023 and held it in 1 quarter. The position peaked at $22 in Q4 2023. 12 funds tracked by Wall St. Rank hold GVLU as of Q1 2024.

  • Fidelity Investments reported no remaining Gotham 1000 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Gotham 1000 Value ETF share in Q1 2024, an estimated $22.
  • Fidelity Investments first reported a position in Gotham 1000 Value ETF in Q4 2023 and held it in 1 quarter.
  • Fidelity Investments's Gotham 1000 Value ETF position peaked at $22 in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q1 2024.

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