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Global Wealth Management Investment Advisory’s Fidelity Value Factor ETF FVAL Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-278
Closed -$13K – 471
2021
Q3 		$13K Buy
+278
New +$13.7K ﹤0.01% 293

Other funds holding FVAL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Global Wealth Management Investment Advisory's FVAL Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Fidelity Value Factor ETF (FVAL) in Q4 2021, closing a stake of 278 shares — an estimated $13K sold.

Global Wealth Management Investment Advisory first reported a position in FVAL in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 61 funds tracked by Wall St. Rank hold FVAL as of Q4 2021.

  • Global Wealth Management Investment Advisory reported no remaining Fidelity Value Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 278 Fidelity Value Factor ETF shares in Q4 2021, an estimated $13K.
  • Global Wealth Management Investment Advisory first reported a position in Fidelity Value Factor ETF in Q3 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Fidelity Value Factor ETF position peaked at $13K in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.