AWM
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Abound Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Abound Wealth Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$249 – 1352
2024
Q3 		$249 Buy
+9
New +$236 ﹤0.01% 1048

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
D
Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Abound Wealth Management sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q4 2024, closing a stake of 9 shares — an estimated $249 sold.

Abound Wealth Management first reported a position in FFSM in Q3 2024 and held it in 1 quarter. The position peaked at $249 in Q3 2024. 27 funds tracked by Wall St. Rank hold FFSM as of Q4 2024.

  • Abound Wealth Management reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 9 Fidelity Fundamental Small-Mid Cap ETF shares in Q4 2024, an estimated $249.
  • Abound Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $249 in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q4 2024.

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