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TrustCore Financial Services’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

TrustCore Financial Services’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
2022
Q3 		– Sell
-100
Closed -$3K – 1091
2022
Q2 		$3K Buy
+100
New +$3.21K ﹤0.01% 906

Other funds holding FCPI

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $328M AUM 21.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TrustCore Financial Services's FCPI Position: Q3 2022 in Review

TrustCore Financial Services sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in FCPI in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 40 funds tracked by Wall St. Rank hold FCPI as of Q3 2022.

  • TrustCore Financial Services reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 100 Fidelity Stocks for Inflation ETF shares in Q3 2022, an estimated $3K.
  • TrustCore Financial Services first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 1 quarter.
  • TrustCore Financial Services's Fidelity Stocks for Inflation ETF position peaked at $3K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2022.

Based on TrustCore Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.