Tyler-Stone Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Tyler-Stone Wealth 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 Q3	–	Sell	-300	Closed	-$10K	–	920
2023 Q2	$10K	Buy	+300	New	+$9.53K	0.01%	613
2022 Q4	$9K	Hold	300	–	–	0.01%	572
2022 Q3	$8K	Hold	300	–	–	0.01%	576
2022 Q2	$9K	Hold	300	–	–	0.01%	577
2022 Q1	$10K	Hold	300	–	–	0.01%	574
2021 Q4	$10K	Buy	+300	New	+$9.81K	0.01%	611

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tyler-Stone Wealth Management's FCPI Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2023, closing a stake of 300 shares — an estimated $10K sold.

Tyler-Stone Wealth Management first reported a position in FCPI in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2023. 29 funds tracked by Wall St. Rank hold FCPI as of Q3 2023.

Tyler-Stone Wealth Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 300 Fidelity Stocks for Inflation ETF shares in Q3 2023, an estimated $10K.
Tyler-Stone Wealth Management first reported a position in Fidelity Stocks for Inflation ETF in Q4 2021 and held it in 6 quarters.
Tyler-Stone Wealth Management's Fidelity Stocks for Inflation ETF position peaked at $10K in Q2 2023.
29 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.