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Heritage Wealth Management (Arizona)’s Fidelity Value Factor ETF FVAL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16.2K Buy
370
+185
+100% +$8.14K ﹤0.01% 707
2022
Q3 		$7K Buy
+185
New +$8.26K ﹤0.01% 708

Other funds holding FVAL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FVAL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Fidelity Value Factor ETF (FVAL) stake by 100% in Q4 2022, buying an estimated $8.14K and bringing the position to 370 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Heritage Wealth Management (Arizona) first reported a position in FVAL in Q3 2022 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold FVAL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 370 shares of Fidelity Value Factor ETF worth $16.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 185 Fidelity Value Factor ETF shares in Q4 2022, an estimated $8.14K.
  • Fidelity Value Factor ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #707 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Fidelity Value Factor ETF in Q3 2022 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.