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Simplicity Wealth’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Simplicity Wealth’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,836
Closed -$435K – 732
2024
Q2 		$435K Buy
+4,836
New +$402K 0.01% 811

Other funds holding FDG

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplicity Wealth's FDG Position: Q3 2024 in Review

Simplicity Wealth sold out of American Century Focused Dynamic Growth ETF (FDG) in Q3 2024, closing a stake of 4,836 shares — an estimated $435K sold.

Simplicity Wealth first reported a position in FDG in Q2 2024 and held it in 1 quarter. The position peaked at $435K in Q2 2024. 32 funds tracked by Wall St. Rank hold FDG as of Q3 2024.

  • Simplicity Wealth reported no remaining American Century Focused Dynamic Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,836 American Century Focused Dynamic Growth ETF shares in Q3 2024, an estimated $435K.
  • Simplicity Wealth first reported a position in American Century Focused Dynamic Growth ETF in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's American Century Focused Dynamic Growth ETF position peaked at $435K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.