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Lloyd Advisory Services’s Fidelity Quality Factor ETF FQAL Stock Holding History

Lloyd Advisory Services’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
2020
Q1 		– Sell
-89
Closed -$3K – 316
2019
Q4 		$3K Buy
+89
New +$3.22K ﹤0.01% 278

Other funds holding FQAL

LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Lloyd Advisory Services's FQAL Position: Q1 2020 in Review

Lloyd Advisory Services sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2020, closing a stake of 89 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in FQAL in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 42 funds tracked by Wall St. Rank hold FQAL as of Q1 2020.

  • Lloyd Advisory Services reported no remaining Fidelity Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 89 Fidelity Quality Factor ETF shares in Q1 2020, an estimated $3K.
  • Lloyd Advisory Services first reported a position in Fidelity Quality Factor ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's Fidelity Quality Factor ETF position peaked at $3K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.