Realta Investment Advisors’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-1,000	Closed	-$40.9K	–	476
2024 Q2	$40.9K	Hold	1,000	–	–	0.01%	551
2024 Q1	$39.4K	Buy	+1,000	New	+$37K	0.01%	581
2023 Q3	–	Sell	-1,000	Closed	-$32.8K	–	787
2023 Q2	$32.8K	Buy	+1,000	New	+$31.8K	0.01%	604
2023 Q1	–	Sell	-1,000	Closed	-$30.9K	–	535
2022 Q4	$30.9K	Hold	1,000	–	–	0.01%	598
2022 Q3	$28K	Buy	+1,000	New	+$30.6K	0.01%	591

Other funds holding FCPI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Realta Investment Advisors's FCPI Position: Q3 2024 in Review

Realta Investment Advisors sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2024, closing a stake of 1,000 shares — an estimated $40.9K sold.

Realta Investment Advisors first reported a position in FCPI in Q3 2022 and held it in 5 quarters. The position peaked at $40.9K in Q2 2024. 41 funds tracked by Wall St. Rank hold FCPI as of Q3 2024.

Realta Investment Advisors reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,000 Fidelity Stocks for Inflation ETF shares in Q3 2024, an estimated $40.9K.
Realta Investment Advisors first reported a position in Fidelity Stocks for Inflation ETF in Q3 2022 and held it in 5 quarters.
Realta Investment Advisors's Fidelity Stocks for Inflation ETF position peaked at $40.9K in Q2 2024.
41 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.