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Inspire Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

Inspire Advisors’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
Q1 		– Sell
-787
Closed -$32K – 332
2020
Q4 		$32K Buy
+787
New +$30K 0.01% 283

Other funds holding FVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Inspire Advisors's FVAL Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity Value Factor ETF (FVAL) in Q1 2021, closing a stake of 787 shares — an estimated $32K sold.

Inspire Advisors first reported a position in FVAL in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 52 funds tracked by Wall St. Rank hold FVAL as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity Value Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 787 Fidelity Value Factor ETF shares in Q1 2021, an estimated $32K.
  • Inspire Advisors first reported a position in Fidelity Value Factor ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity Value Factor ETF position peaked at $32K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.