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Synergy Asset Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Synergy Asset Management’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,964
Closed -$416K – 150
2023
Q3 		$416K Buy
+12,964
New +$428K 0.08% 94

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Synergy Asset Management's FCPI Position: Q4 2023 in Review

Synergy Asset Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q4 2023, closing a stake of 12,964 shares — an estimated $416K sold.

Synergy Asset Management first reported a position in FCPI in Q3 2023 and held it in 1 quarter. The position peaked at $416K in Q3 2023. 34 funds tracked by Wall St. Rank hold FCPI as of Q4 2023.

  • Synergy Asset Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q4 2023 after selling out during the quarter.
  • Synergy Asset Management sold 12,964 Fidelity Stocks for Inflation ETF shares in Q4 2023, an estimated $416K.
  • Synergy Asset Management first reported a position in Fidelity Stocks for Inflation ETF in Q3 2023 and held it in 1 quarter.
  • Synergy Asset Management's Fidelity Stocks for Inflation ETF position peaked at $416K in Q3 2023.
  • 34 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q4 2023.

Based on Synergy Asset Management's 13F filing for Q4 2023, filed 19 Jan 2024.