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Piershale Financial Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Piershale Financial 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
2023
Q2 		$1.64K Hold
50
– – ﹤0.01% 231
2023
Q1 		$1.57K Hold
50
– – ﹤0.01% 257
2022
Q4 		$1.55K Buy
+50
New +$1.56K ﹤0.01% 259

Other funds holding FCPI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Piershale Financial Group's FCPI Position: Q2 2023 in Review

Piershale Financial Group held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q2 2023 at 50 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Piershale Financial Group first reported a position in FCPI in Q4 2022 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold FCPI as of Q2 2023.

  • Piershale Financial Group held 50 shares of Fidelity Stocks for Inflation ETF worth $1.64K as of Q2 2023.
  • Piershale Financial Group left its Fidelity Stocks for Inflation ETF share count unchanged in Q2 2023.
  • Fidelity Stocks for Inflation ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #231 holding.
  • Piershale Financial Group first reported a position in Fidelity Stocks for Inflation ETF in Q4 2022 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.