u/Ok_Access_4268

▲ 5 r/Fidelity+1 crossposts

basket portfolio stock removal

If a stock is removed by fidelity as part of a thematic model, what happens to the stocks already bought through the basket in my brokerage account? How do i know i need to sell those?

I kindly request the team to answer accurately and not give me a link to basket portfolio faqs as I checked and the answer is not there.

reddit.com
u/Ok_Access_4268 — 8 days ago

do pre-defined custom baskets get new tickers or remove tickers

Above qs. Not for baskets that I create or customize.
If I just choose a theme and create a basket off it - then how do i know if the basket im using is up-to-date with what is going on.

A company may do poorly and if so do we remove them?
A new company doing great - will it be added?

reddit.com
u/Ok_Access_4268 — 2 months ago