Venturi Wealth Management
FCLD icon

Venturi Wealth Management’s Fidelity Cloud Computing ETF FCLD Stock Holding History

Venturi Wealth Management’s Portfolio FCLD Stock Details FCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-77
Closed -$1.46K – 1365
2023
Q3 		$1.46K Sell
77
-67
-47% -$1.32K ﹤0.01% 1234
2023
Q2 		$2.81K Buy
+144
New +$2.54K ﹤0.01% 853

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Venturi Wealth Management's FCLD Position: Q4 2023 in Review

Venturi Wealth Management sold out of Fidelity Cloud Computing ETF (FCLD) in Q4 2023, closing a stake of 77 shares — an estimated $1.46K sold.

Venturi Wealth Management first reported a position in FCLD in Q2 2023 and held it in 2 quarters. The position peaked at $2.81K in Q2 2023. 13 funds tracked by Wall St. Rank hold FCLD as of Q4 2023.

  • Venturi Wealth Management reported no remaining Fidelity Cloud Computing ETF position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 77 Fidelity Cloud Computing ETF shares in Q4 2023, an estimated $1.46K.
  • Venturi Wealth Management first reported a position in Fidelity Cloud Computing ETF in Q2 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Fidelity Cloud Computing ETF position peaked at $2.81K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Fidelity Cloud Computing ETF as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.