Current Value of Holding

$724 Thousand

Shares

9.6 Thousand

% of Portfolio

0.00%

Average Buy Price

$58.8

Avg closing price
Price range

12 Jim Simons Fidelity Covington Trust - Fidelity MSCI Financials Index ETF Trades

Jim Simons's position in Fidelity Covington Trust - Fidelity MSCI Financials Index ETF is currently worth $724 Thousand. That's 0.00% of their equity portfolio (2399th largest holding). The first Fidelity Covington Trust - Fidelity MSCI Financials Index ETF trade was made in Q1 2021. Since then Jim Simons bought shares six more times and sold shares on five occasions. The stake costed the investor $565 Thousand, netting the investor a gain of 28% so far.

Avg closing price
Price range
Sold 24.4% shares (-3.1 Thousand shares) Q1 2025
Avg closing price $70.91
Price range $66.30 - $74.17
Increased shares by 36.6% (+3.4 Thousand shares) Q4 2024
Avg closing price $68.83
Price range $63.19 - $73.31
Increased shares by 45.3% (+2.9 Thousand shares) Q3 2024
Avg closing price $61.49
Price range $57.69 - $64.56
Sold 51.9% shares (-6.9 Thousand shares) Q2 2024
Avg closing price $57.89
Price range $55.60 - $59.74
New holding (+13.3 Thousand shares) Q1 2024
Avg closing price $55.68
Price range $52.62 - $59.40
Sold -6.5 Thousand shares Q1 2023
Avg closing price $49.01
Price range $43.18 - $52.48
New holding (+6.5 Thousand shares) Q4 2022
Avg closing price $47.83
Price range $43.24 - $51.20
Sold -7.1 Thousand shares Q1 2022
Avg closing price $55.46
Price range $50.54 - $58.97
Sold 53.3% shares (-8.1 Thousand shares) Q4 2021
Avg closing price $56.45
Price range $53.73 - $58.47
Increased shares by 126.9% (+8.5 Thousand shares) Q3 2021
Avg closing price $53.36
Price range $50.02 - $55.63
Increased shares by 34.0% (+1.7 Thousand shares) Q2 2021
Avg closing price $52.33
Price range $49.54 - $54.72
New holding (+5 Thousand shares) Q1 2021
Avg closing price $46.19
Price range $41.59 - $50.21

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