Fidelity Investments
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Fidelity Investments’s Simplify Hedged Equity ETF HEQT Stock Holding History

Fidelity Investments’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$25 – 5401
2023
Q2 		$25 Hold
1
– – ﹤0.01% 5133
2023
Q1 		$24 Buy
+1
New +$23 ﹤0.01% 5080

Other funds holding HEQT

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 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

Fidelity Investments's HEQT Position: Q3 2023 in Review

Fidelity Investments sold out of Simplify Hedged Equity ETF (HEQT) in Q3 2023, closing a stake of 1 share — an estimated $25 sold.

Fidelity Investments first reported a position in HEQT in Q1 2023 and held it in 2 quarters. The position peaked at $25 in Q2 2023. 32 funds tracked by Wall St. Rank hold HEQT as of Q3 2023.

  • Fidelity Investments reported no remaining Simplify Hedged Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Simplify Hedged Equity ETF share in Q3 2023, an estimated $25.
  • Fidelity Investments first reported a position in Simplify Hedged Equity ETF in Q1 2023 and held it in 2 quarters.
  • Fidelity Investments's Simplify Hedged Equity ETF position peaked at $25 in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Simplify Hedged Equity ETF as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.