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IAG Wealth Partners’s Fidelity Value Factor ETF FVAL Stock Holding History

IAG Wealth Partners’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-168
Closed -$9K – 395
2021
Q2 		$9K Buy
+168
New +$7.95K ﹤0.01% 272

Other funds holding FVAL

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HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAG Wealth Partners's FVAL Position: Q3 2021 in Review

IAG Wealth Partners sold out of Fidelity Value Factor ETF (FVAL) in Q3 2021, closing a stake of 168 shares — an estimated $9K sold.

IAG Wealth Partners first reported a position in FVAL in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 58 funds tracked by Wall St. Rank hold FVAL as of Q3 2021.

  • IAG Wealth Partners reported no remaining Fidelity Value Factor ETF position as of Q3 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 168 Fidelity Value Factor ETF shares in Q3 2021, an estimated $9K.
  • IAG Wealth Partners first reported a position in Fidelity Value Factor ETF in Q2 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Fidelity Value Factor ETF position peaked at $9K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2021.

Based on IAG Wealth Partners's 13F filing for Q3 2021, filed 4 Nov 2021.