Liberty Wealth Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-228	Closed	-$13K	–	474
2021 Q3	$13K	Buy	228 +1	+0.4%	+$56	﹤0.01%	754
2021 Q2	$13K	Buy	227 +2	+0.9%	+$110	0.01%	589
2021 Q1	$12K	Hold	225	–	–	0.01%	555
2020 Q4	$12K	Buy	225 +3	+1%	+$170	0.01%	550
2020 Q3	$12K	Buy	222 +1	+0.5%	+$56	0.01%	486
2020 Q2	$12K	Buy	221 +2	+0.9%	+$107	0.01%	457
2020 Q1	$11K	Buy	219 +2	+0.9%	+$106	0.01%	448
2019 Q4	$11K	Buy	217 +2	+0.9%	+$106	0.01%	518
2019 Q3	$11K	Buy	215 +1	+0.5%	+$53	0.01%	497
2019 Q2	$11K	Buy	214 +2	+0.9%	+$101	0.01%	499
2019 Q1	$10K	Buy	212 +2	+1%	+$98	0.01%	440
2018 Q4	$10K	Buy	+210	New	+$10K	0.01%	426

Other funds holding FCOR

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Liberty Wealth Management's FCOR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fidelity Corporate Bond ETF (FCOR) in Q4 2021, closing a stake of 228 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in FCOR in Q4 2018 and held it in 12 quarters. The position peaked at $13K in Q3 2021. 46 funds tracked by Wall St. Rank hold FCOR as of Q4 2021.

Liberty Wealth Management reported no remaining Fidelity Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 228 Fidelity Corporate Bond ETF shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in Fidelity Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Fidelity Corporate Bond ETF position peaked at $13K in Q3 2021.
46 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.