Fidelity Investments’s GWG Holdings, Inc GWGH Stock Holding History

Fidelity Investments’s Portfolio GWGH Stock Details GWGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1	Closed	–	–	4730
2020 Q4	$0	Buy	+1	New	+$8	﹤0.01%	4429

Other funds holding GWGH

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Fidelity Investments's GWGH Position: Q1 2021 in Review

Fidelity Investments sold out of GWG Holdings, Inc (GWGH) in Q1 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in GWGH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 30 funds tracked by Wall St. Rank hold GWGH as of Q1 2021.

Fidelity Investments reported no remaining GWG Holdings, Inc position as of Q1 2021 after selling out during the quarter.
Fidelity Investments sold 1 GWG Holdings, Inc share in Q1 2021.
Fidelity Investments first reported a position in GWG Holdings, Inc in Q4 2020 and held it in 1 quarter.
Fidelity Investments's GWG Holdings, Inc position peaked at $0 in Q4 2020.
30 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q1 2021.

Based on Fidelity Investments's 13F filing for Q1 2021, filed 14 May 2021.