GFPC
FDRV icon

Global Financial Private Client’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Global Financial Private Client’s Portfolio FDRV Stock Details FDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$2.75K – 667
2021
Q4 		$2.75K Buy
+100
New +$2.79K ﹤0.01% 500

Other funds holding FDRV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Global Financial Private Client's FDRV Position: Q1 2022 in Review

Global Financial Private Client sold out of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q1 2022, closing a stake of 100 shares — an estimated $2.75K sold.

Global Financial Private Client first reported a position in FDRV in Q4 2021 and held it in 1 quarter. The position peaked at $2.75K in Q4 2021. 5 funds tracked by Wall St. Rank hold FDRV as of Q1 2022.

  • Global Financial Private Client reported no remaining Fidelity Electric Vehicles and Future Transportation ETF position as of Q1 2022 after selling out during the quarter.
  • Global Financial Private Client sold 100 Fidelity Electric Vehicles and Future Transportation ETF shares in Q1 2022, an estimated $2.75K.
  • Global Financial Private Client first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q4 2021 and held it in 1 quarter.
  • Global Financial Private Client's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $2.75K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q1 2022.

Based on Global Financial Private Client's 13F filing for Q1 2022, filed 16 May 2024.