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Herold Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Herold Advisors’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$32K – 332
2021
Q3 		$32K Buy
+400
New +$33.5K 0.01% 445

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Herold Advisors's FDG Position: Q4 2021 in Review

Herold Advisors sold out of American Century Focused Dynamic Growth ETF (FDG) in Q4 2021, closing a stake of 400 shares — an estimated $32K sold.

Herold Advisors first reported a position in FDG in Q3 2021 and held it in 1 quarter. The position peaked at $32K in Q3 2021. 37 funds tracked by Wall St. Rank hold FDG as of Q4 2021.

  • Herold Advisors reported no remaining American Century Focused Dynamic Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 400 American Century Focused Dynamic Growth ETF shares in Q4 2021, an estimated $32K.
  • Herold Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's American Century Focused Dynamic Growth ETF position peaked at $32K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.