OLVIG
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Oliver Lagore Vanvalin Investment Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q2 		– Sell
-75
Closed -$3K – 644
2022
Q1 		$3K Buy
+75
New +$2.5K ﹤0.01% 462

Other funds holding FCPI

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FCPI Position: Q2 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FCPI in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 46 funds tracked by Wall St. Rank hold FCPI as of Q2 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 75 Fidelity Stocks for Inflation ETF shares in Q2 2022, an estimated $3K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity Stocks for Inflation ETF in Q1 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Fidelity Stocks for Inflation ETF position peaked at $3K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2022, filed 16 Aug 2022.