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Stewart & Patten Company’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

Stewart & Patten Company’s Portfolio FDRR Stock Details FDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,922
Closed -$216K – 96
2023
Q4 		$216K Buy
+4,922
New +$202K 0.03% 91

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Stewart & Patten Company's FDRR Position: Q1 2024 in Review

Stewart & Patten Company sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q1 2024, closing a stake of 4,922 shares — an estimated $216K sold.

Stewart & Patten Company first reported a position in FDRR in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 89 funds tracked by Wall St. Rank hold FDRR as of Q1 2024.

  • Stewart & Patten Company reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q1 2024 after selling out during the quarter.
  • Stewart & Patten Company sold 4,922 Fidelity Dividend ETF for Rising Rates shares in Q1 2024, an estimated $216K.
  • Stewart & Patten Company first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2023 and held it in 1 quarter.
  • Stewart & Patten Company's Fidelity Dividend ETF for Rising Rates position peaked at $216K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.