VWM
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Venturi Wealth Management’s Fidelity Crypto Industry and Digital Payments ETF FDIG Stock Holding History

Venturi Wealth Management’s Portfolio FDIG Stock Details FDIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-66
Closed -$1.06K – 1366
2023
Q3 		$1.06K Buy
+66
New +$1.32K ﹤0.01% 1291

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

Venturi Wealth Management sold out of Fidelity Crypto Industry and Digital Payments ETF (FDIG) in Q4 2023, closing a stake of 66 shares — an estimated $1.06K sold.

Venturi Wealth Management first reported a position in FDIG in Q3 2023 and held it in 1 quarter. The position peaked at $1.06K in Q3 2023. 14 funds tracked by Wall St. Rank hold FDIG as of Q4 2023.

  • Venturi Wealth Management reported no remaining Fidelity Crypto Industry and Digital Payments ETF position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 66 Fidelity Crypto Industry and Digital Payments ETF shares in Q4 2023, an estimated $1.06K.
  • Venturi Wealth Management first reported a position in Fidelity Crypto Industry and Digital Payments ETF in Q3 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Fidelity Crypto Industry and Digital Payments ETF position peaked at $1.06K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity Crypto Industry and Digital Payments ETF as of Q4 2023.

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