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Herold Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Herold Advisors’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-550
Closed -$28.7K – 353
2022
Q1 		$28.7K Buy
+550
New +$28.5K 0.01% 459
2021
Q4 		– Sell
-500
Closed -$24K – 343
2021
Q3 		$24K Buy
+500
New +$25.7K 0.01% 491

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Herold Advisors's FQAL Position: Q2 2022 in Review

Herold Advisors sold out of Fidelity Quality Factor ETF (FQAL) in Q2 2022, closing a stake of 550 shares — an estimated $28.7K sold.

Herold Advisors first reported a position in FQAL in Q3 2021 and held it in 2 quarters. The position peaked at $28.7K in Q1 2022. 57 funds tracked by Wall St. Rank hold FQAL as of Q2 2022.

  • Herold Advisors reported no remaining Fidelity Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 550 Fidelity Quality Factor ETF shares in Q2 2022, an estimated $28.7K.
  • Herold Advisors first reported a position in Fidelity Quality Factor ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Fidelity Quality Factor ETF position peaked at $28.7K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.