Liberty Wealth Management’s Fidelity International High Dividend ETF FIDI Stock Holding History

Liberty Wealth Management’s Portfolio FIDI Stock Details FIDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-153	Closed	-$2K	–	896
2020 Q1	$2K	Buy	153 +3	+2%	+$58	﹤0.01%	728
2019 Q4	$3K	Buy	150 +1	+0.7%	+$21	﹤0.01%	727
2019 Q3	$3K	Sell	149 -295	-66%	-$5.89K	﹤0.01%	703
2019 Q2	$9K	Buy	444 +6	+1%	+$124	0.01%	541
2019 Q1	$9K	Buy	438 +6	+1%	+$125	0.01%	453
2018 Q4	$8K	Buy	+432	New	+$8.95K	0.01%	466

Other funds holding FIDI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Liberty Wealth Management's FIDI Position: Q2 2020 in Review

Liberty Wealth Management sold out of Fidelity International High Dividend ETF (FIDI) in Q2 2020, closing a stake of 153 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in FIDI in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q2 2019. 13 funds tracked by Wall St. Rank hold FIDI as of Q2 2020.

Liberty Wealth Management reported no remaining Fidelity International High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 153 Fidelity International High Dividend ETF shares in Q2 2020, an estimated $2K.
Liberty Wealth Management first reported a position in Fidelity International High Dividend ETF in Q4 2018 and held it in 6 quarters.
Liberty Wealth Management's Fidelity International High Dividend ETF position peaked at $9K in Q2 2019.
13 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.