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Gunn & Company Investment Management’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Gunn & Company Investment Management’s Portfolio FPFD Stock Details FPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$208K – 86
2023
Q4 		$208K Buy
+10,000
New +$200K 0.01% 128

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Gunn & Company Investment Management's FPFD Position: Q1 2024 in Review

Gunn & Company Investment Management sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q1 2024, closing a stake of 10,000 shares — an estimated $208K sold.

Gunn & Company Investment Management first reported a position in FPFD in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 10 funds tracked by Wall St. Rank hold FPFD as of Q1 2024.

  • Gunn & Company Investment Management reported no remaining Fidelity Preferred Securities & Income ETF position as of Q1 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 10,000 Fidelity Preferred Securities & Income ETF shares in Q1 2024, an estimated $208K.
  • Gunn & Company Investment Management first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2023 and held it in 1 quarter.
  • Gunn & Company Investment Management's Fidelity Preferred Securities & Income ETF position peaked at $208K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2024.

Based on Gunn & Company Investment Management's 13F filing for Q1 2024, filed 26 Apr 2024.