UBS Group’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

UBS Group’s Portfolio FHEQ Stock Details FHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-45	Closed	-$1.16K	–	10190
2024 Q2	$1.16K	Buy	+45	New	+$1.13K	﹤0.01%	8642

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's FHEQ Position: Q3 2024 in Review

UBS Group sold out of Fidelity Hedged Equity ETF (FHEQ) in Q3 2024, closing a stake of 45 shares — an estimated $1.16K sold.

UBS Group first reported a position in FHEQ in Q2 2024 and held it in 1 quarter. The position peaked at $1.16K in Q2 2024. 8 funds tracked by Wall St. Rank hold FHEQ as of Q3 2024.

UBS Group reported no remaining Fidelity Hedged Equity ETF position as of Q3 2024 after selling out during the quarter.
UBS Group sold 45 Fidelity Hedged Equity ETF shares in Q3 2024, an estimated $1.16K.
UBS Group first reported a position in Fidelity Hedged Equity ETF in Q2 2024 and held it in 1 quarter.
UBS Group's Fidelity Hedged Equity ETF position peaked at $1.16K in Q2 2024.
8 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.