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FQAL icon

JOYN Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

JOYN Advisors’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
2018
Q4 		– Sell
-172
Closed -$6K – 1794
2018
Q3 		$6K Sell
172
-113
-40% -$3.84K ﹤0.01% 1124
2018
Q2 		$9K Buy
285
+166
+139% +$5.34K ﹤0.01% 937
2018
Q1 		$4K Buy
+119
New +$3.87K ﹤0.01% 899

Other funds holding FQAL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JOYN Advisors's FQAL Position: Q4 2018 in Review

JOYN Advisors sold out of Fidelity Quality Factor ETF (FQAL) in Q4 2018, closing a stake of 172 shares — an estimated $6K sold.

JOYN Advisors first reported a position in FQAL in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 26 funds tracked by Wall St. Rank hold FQAL as of Q4 2018.

  • JOYN Advisors reported no remaining Fidelity Quality Factor ETF position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 172 Fidelity Quality Factor ETF shares in Q4 2018, an estimated $6K.
  • JOYN Advisors first reported a position in Fidelity Quality Factor ETF in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Fidelity Quality Factor ETF position peaked at $9K in Q2 2018.
  • 26 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.