Sargent Bickham Lagudis’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Sargent Bickham Lagudis’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-370	Closed	-$6K	–	1064
2022 Q3	$6K	Hold	370	–	–	﹤0.01%	756
2022 Q2	$7K	Hold	370	–	–	﹤0.01%	742
2022 Q1	$9K	Buy	370 +35	+10%	+$830	﹤0.01%	725
2021 Q4	$9K	Buy	+335	New	+$9.36K	﹤0.01%	724

Other funds holding FDRV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Sargent Bickham Lagudis's FDRV Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q4 2022, closing a stake of 370 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in FDRV in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 14 funds tracked by Wall St. Rank hold FDRV as of Q4 2022.

Sargent Bickham Lagudis reported no remaining Fidelity Electric Vehicles and Future Transportation ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 370 Fidelity Electric Vehicles and Future Transportation ETF shares in Q4 2022, an estimated $6K.
Sargent Bickham Lagudis first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q4 2021 and held it in 4 quarters.
Sargent Bickham Lagudis's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $9K in Q1 2022.
14 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.