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Orion Portfolio Solutions’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Orion Portfolio Solutions’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
2023
Q1 		– Sell
-10,824
Closed -$485K – 1568
2022
Q4 		$485K Sell
10,824
-573
-5% -$25.5K 0.02% 505
2022
Q3 		$499K Buy
+11,397
New +$530K 0.02% 420

Other funds holding FCOR

FAM
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Orion Portfolio Solutions's FCOR Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of Fidelity Corporate Bond ETF (FCOR) in Q1 2023, closing a stake of 10,824 shares — an estimated $485K sold.

Orion Portfolio Solutions first reported a position in FCOR in Q3 2022 and held it in 2 quarters. The position peaked at $499K in Q3 2022. 42 funds tracked by Wall St. Rank hold FCOR as of Q1 2023.

  • Orion Portfolio Solutions reported no remaining Fidelity Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10,824 Fidelity Corporate Bond ETF shares in Q1 2023, an estimated $485K.
  • Orion Portfolio Solutions first reported a position in Fidelity Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Orion Portfolio Solutions's Fidelity Corporate Bond ETF position peaked at $499K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.