Fidelity Investments’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Fidelity Investments’s Portfolio SZNE Stock Details SZNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2	Closed	–	–	5382
2022 Q2	$0	Buy	+2	New	+$69	﹤0.01%	5464
2022 Q1	–	Sell	-2	Closed	–	–	5465
2021 Q4	$0	Buy	2 +1	+100%	+$39	﹤0.01%	4907
2021 Q3	$0	Buy	+1	New	+$39	﹤0.01%	5000
2020 Q1	–	Sell	-1	Closed	–	–	4244
2019 Q4	$0	Sell	1 -1	-50%	-$30	﹤0.01%	4248
2019 Q3	$0	Buy	+2	New	+$58	﹤0.01%	4209

Other funds holding SZNE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Fidelity Investments's SZNE Position: Q3 2022 in Review

Fidelity Investments sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2022, closing a stake of 2 shares.

Fidelity Investments first reported a position in SZNE in Q3 2019 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 24 funds tracked by Wall St. Rank hold SZNE as of Q3 2022.

Fidelity Investments reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2022 after selling out during the quarter.
Fidelity Investments sold 2 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2022.
Fidelity Investments first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2019 and held it in 5 quarters.
Fidelity Investments's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $0 in Q2 2022.
24 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2022.

Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.