HCM
FQAL icon

Howard Capital Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Howard Capital Management’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
2024
Q3 		– Sell
-12,347
Closed -$757K – 395
2024
Q2 		$757K Buy
12,347
+882
+8% +$51.8K 0.07% 56
2024
Q1 		$676K Buy
+11,465
New +$644K 0.07% 53

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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

Howard Capital Management's FQAL Position: Q3 2024 in Review

Howard Capital Management sold out of Fidelity Quality Factor ETF (FQAL) in Q3 2024, closing a stake of 12,347 shares — an estimated $757K sold.

Howard Capital Management first reported a position in FQAL in Q1 2024 and held it in 2 quarters. The position peaked at $757K in Q2 2024. 96 funds tracked by Wall St. Rank hold FQAL as of Q3 2024.

  • Howard Capital Management reported no remaining Fidelity Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Howard Capital Management sold 12,347 Fidelity Quality Factor ETF shares in Q3 2024, an estimated $757K.
  • Howard Capital Management first reported a position in Fidelity Quality Factor ETF in Q1 2024 and held it in 2 quarters.
  • Howard Capital Management's Fidelity Quality Factor ETF position peaked at $757K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q3 2024.

Based on Howard Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.