Meridian Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Meridian Wealth Management’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,187	Closed	-$301K	–	547
2023 Q2	$301K	Hold	9,187	–	–	0.03%	436
2023 Q1	$289K	Hold	9,187	–	–	0.03%	435
2022 Q4	$284K	Sell	9,187 -2,616	-22%	-$81.7K	0.03%	430
2022 Q3	$332K	Sell	11,803 -9,659	-45%	-$296K	0.04%	348
2022 Q2	$625K	Buy	+21,462	New	+$689K	0.05%	307

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Management's FCPI Position: Q3 2023 in Review

Meridian Wealth Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2023, closing a stake of 9,187 shares — an estimated $301K sold.

Meridian Wealth Management first reported a position in FCPI in Q2 2022 and held it in 5 quarters. The position peaked at $625K in Q2 2022. 29 funds tracked by Wall St. Rank hold FCPI as of Q3 2023.

Meridian Wealth Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Management sold 9,187 Fidelity Stocks for Inflation ETF shares in Q3 2023, an estimated $301K.
Meridian Wealth Management first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 5 quarters.
Meridian Wealth Management's Fidelity Stocks for Inflation ETF position peaked at $625K in Q2 2022.
29 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2023.

Based on Meridian Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.