HWM
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HighMark Wealth Management’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

HighMark Wealth Management’s Portfolio FFLG Stock Details FFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-750
Closed -$13K – 545
2022
Q1 		$13K Hold
750
– – 0.01% 230
2021
Q4 		$16K Buy
+750
New +$16K 0.01% 205

Other funds holding FFLG

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HighMark Wealth Management's FFLG Position: Q2 2022 in Review

HighMark Wealth Management sold out of Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q2 2022, closing a stake of 750 shares — an estimated $13K sold.

HighMark Wealth Management first reported a position in FFLG in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 21 funds tracked by Wall St. Rank hold FFLG as of Q2 2022.

  • HighMark Wealth Management reported no remaining Fidelity Fundamental Large Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 750 Fidelity Fundamental Large Cap Growth ETF shares in Q2 2022, an estimated $13K.
  • HighMark Wealth Management first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • HighMark Wealth Management's Fidelity Fundamental Large Cap Growth ETF position peaked at $16K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2022.

Based on HighMark Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.