Rockefeller Capital Management
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Rockefeller Capital Management’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Rockefeller Capital Management’s Portfolio FDHY Stock Details FDHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-225
Closed -$12K – 3728
2021
Q2 		$12K Buy
+225
New +$12.5K ﹤0.01% 2704

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FMP
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GM
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DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rockefeller Capital Management's FDHY Position: Q3 2021 in Review

Rockefeller Capital Management sold out of Fidelity High Yield Factor ETF (FDHY) in Q3 2021, closing a stake of 225 shares — an estimated $12K sold.

Rockefeller Capital Management first reported a position in FDHY in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 41 funds tracked by Wall St. Rank hold FDHY as of Q3 2021.

  • Rockefeller Capital Management reported no remaining Fidelity High Yield Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Rockefeller Capital Management sold 225 Fidelity High Yield Factor ETF shares in Q3 2021, an estimated $12K.
  • Rockefeller Capital Management first reported a position in Fidelity High Yield Factor ETF in Q2 2021 and held it in 1 quarter.
  • Rockefeller Capital Management's Fidelity High Yield Factor ETF position peaked at $12K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Fidelity High Yield Factor ETF as of Q3 2021.

Based on Rockefeller Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.