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Foster Dykema Cabot & Partners’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Foster Dykema Cabot & Partners’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-652
Closed -$26.8K – 453
2024
Q3 		$26.8K Buy
+652
New +$28.3K ﹤0.01% 282

Other funds holding PFIX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Foster Dykema Cabot & Partners's PFIX Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2024, closing a stake of 652 shares — an estimated $26.8K sold.

Foster Dykema Cabot & Partners first reported a position in PFIX in Q3 2024 and held it in 1 quarter. The position peaked at $26.8K in Q3 2024. 48 funds tracked by Wall St. Rank hold PFIX as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 652 Simplify Interest Rate Hedge ETF shares in Q4 2024, an estimated $26.8K.
  • Foster Dykema Cabot & Partners first reported a position in Simplify Interest Rate Hedge ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Simplify Interest Rate Hedge ETF position peaked at $26.8K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.