HPC
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HM Payson & Co’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

HM Payson & Co’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Hold
0
– – – 1020
2022
Q3 		– Sell
-206
Closed -$6.31K – 1015
2022
Q2 		$6K Buy
+206
New +$6.62K ﹤0.01% 872

Other funds holding FCPI

PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

HM Payson & Co's FCPI Position: Q1 2023 in Review

HM Payson & Co held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q1 2023 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

HM Payson & Co first reported a position in FCPI in Q2 2022 and has held it in 1 quarter since. The position peaked at $6K in Q2 2022. 37 funds tracked by Wall St. Rank hold FCPI as of Q1 2023.

  • HM Payson & Co held 0 shares of Fidelity Stocks for Inflation ETF worth $6 as of Q1 2023.
  • HM Payson & Co left its Fidelity Stocks for Inflation ETF share count unchanged in Q1 2023.
  • Fidelity Stocks for Inflation ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q1 2023, its #1020 holding.
  • HM Payson & Co first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 1 quarter since.
  • HM Payson & Co's Fidelity Stocks for Inflation ETF position peaked at $6K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2023.

Based on HM Payson & Co's 13F filing for Q1 2023, filed 18 Apr 2023.