Abound Wealth Management’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Abound Wealth Management’s Portfolio FDRV Stock Details FDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13	Closed	-$184	–	1274
2024 Q3	$184	Buy	+13	New	+$173	﹤0.01%	1214

Other funds holding FDRV

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's FDRV Position: Q4 2024 in Review

Abound Wealth Management sold out of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) in Q4 2024, closing a stake of 13 shares — an estimated $184 sold.

Abound Wealth Management first reported a position in FDRV in Q3 2024 and held it in 1 quarter. The position peaked at $184 in Q3 2024. 18 funds tracked by Wall St. Rank hold FDRV as of Q4 2024.

Abound Wealth Management reported no remaining Fidelity Electric Vehicles and Future Transportation ETF position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 13 Fidelity Electric Vehicles and Future Transportation ETF shares in Q4 2024, an estimated $184.
Abound Wealth Management first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q3 2024 and held it in 1 quarter.
Abound Wealth Management's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $184 in Q3 2024.
18 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.