Professional Planning’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Professional Planning’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
2021 Q3	$3.44M	Sell	62,091 -8,161	-12%	-$458K	1.64%	15
2021 Q2	$3.91M	Sell	70,252 -20,893	-23%	-$1.15M	1.8%	13
2021 Q1	$4.94M	Sell	91,145 -9,981	-10%	-$554K	2.41%	9
2020 Q4	$5.79M	Buy	101,126 +4,729	+5%	+$267K	2.34%	10
2020 Q3	$5.39M	Buy	96,397 +38,016	+65%	+$2.14M	4.11%	8
2020 Q2	$3.24M	Buy	58,381 +3,117	+6%	+$167K	1.73%	11
2020 Q1	$2.77M	Sell	55,264 -2,953	-5%	-$156K	3.23%	8
2019 Q4	$3.09M	Buy	58,217 +17,200	+42%	+$911K	2.67%	13
2019 Q3	$2.17M	Buy	+41,017	New	+$2.16M	2.31%	17

Other funds holding FCOR

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

Professional Planning's FCOR Position: Q3 2021 in Review

Professional Planning reduced its Fidelity Corporate Bond ETF (FCOR) stake by 12% in Q3 2021, selling an estimated $458K and leaving 62,091 shares worth $3.44M. The position accounts for 1.64% of the portfolio, ranked #15.

Professional Planning first reported a position in FCOR in Q3 2019 and has held it in 9 quarters since. The position peaked at $5.79M in Q4 2020. 44 funds tracked by Wall St. Rank hold FCOR as of Q3 2021.

Professional Planning held 62,091 shares of Fidelity Corporate Bond ETF worth $3.44M as of Q3 2021.
Professional Planning sold 8,161 Fidelity Corporate Bond ETF shares in Q3 2021, an estimated $458K.
Fidelity Corporate Bond ETF made up 1.64% of Professional Planning's portfolio in Q3 2021, its #15 holding.
Professional Planning first reported a position in Fidelity Corporate Bond ETF in Q3 2019 and has held it in 9 quarters since.
Professional Planning's Fidelity Corporate Bond ETF position peaked at $5.79M in Q4 2020.
44 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.