KOMWMG
FCOR icon

Kerntke Otto McGlone Wealth Management Group’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,199
Closed -$735K – 67
2021
Q2 		$735K Buy
+13,199
New +$726K 0.29% 59

Other funds holding FCOR

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's FCOR Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Fidelity Corporate Bond ETF (FCOR) in Q3 2021, closing a stake of 13,199 shares — an estimated $735K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in FCOR in Q2 2021 and held it in 1 quarter. The position peaked at $735K in Q2 2021. 44 funds tracked by Wall St. Rank hold FCOR as of Q3 2021.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Fidelity Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 13,199 Fidelity Corporate Bond ETF shares in Q3 2021, an estimated $735K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Fidelity Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Fidelity Corporate Bond ETF position peaked at $735K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.