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Strengthening Families & Communities LLC’s Fidelity Value Factor ETF FVAL Stock Holding History

Strengthening Families & Communities LLC’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-147
Closed -$5K – 352
2022
Q3 		$5K Hold
147
– – ﹤0.01% 399
2022
Q2 		$7K Hold
147
– – ﹤0.01% 266
2022
Q1 		$7K Hold
147
– – ﹤0.01% 265
2021
Q4 		$22 Buy
+147
New +$7.42K 0.01% 167

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
C
CFO4Life Coppell, Texas $471M AUM
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strengthening Families & Communities LLC's FVAL Position: Q4 2022 in Review

Strengthening Families & Communities LLC sold out of Fidelity Value Factor ETF (FVAL) in Q4 2022, closing a stake of 147 shares — an estimated $5K sold.

Strengthening Families & Communities LLC first reported a position in FVAL in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 90 funds tracked by Wall St. Rank hold FVAL as of Q4 2022.

  • Strengthening Families & Communities LLC reported no remaining Fidelity Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 147 Fidelity Value Factor ETF shares in Q4 2022, an estimated $5K.
  • Strengthening Families & Communities LLC first reported a position in Fidelity Value Factor ETF in Q4 2021 and held it in 4 quarters.
  • Strengthening Families & Communities LLC's Fidelity Value Factor ETF position peaked at $7K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.