Fidelity Investments
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Fidelity Investments’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Fidelity Investments’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$30 – 5562
2023
Q3 		$30 Buy
+1
New +$31 ﹤0.01% 5016

Other funds holding LRNZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Fidelity Investments's LRNZ Position: Q4 2023 in Review

Fidelity Investments sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q4 2023, closing a stake of 1 share — an estimated $30 sold.

Fidelity Investments first reported a position in LRNZ in Q3 2023 and held it in 1 quarter. The position peaked at $30 in Q3 2023. 19 funds tracked by Wall St. Rank hold LRNZ as of Q4 2023.

  • Fidelity Investments reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 TrueShares Technology AI & Deep Learning ETF share in Q4 2023, an estimated $30.
  • Fidelity Investments first reported a position in TrueShares Technology AI & Deep Learning ETF in Q3 2023 and held it in 1 quarter.
  • Fidelity Investments's TrueShares Technology AI & Deep Learning ETF position peaked at $30 in Q3 2023.
  • 19 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.