Abound Wealth Management’s Fidelity Clean Energy ETF FRNW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-24	Closed	-$392	–	1278
2024 Q3	$392	Buy	+24	New	+$363	﹤0.01%	917

Other funds holding FRNW

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SRCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Abound Wealth Management sold out of Fidelity Clean Energy ETF (FRNW) in Q4 2024, closing a stake of 24 shares — an estimated $392 sold.

Abound Wealth Management first reported a position in FRNW in Q3 2024 and held it in 1 quarter. The position peaked at $392 in Q3 2024. 17 funds tracked by Wall St. Rank hold FRNW as of Q4 2024.

Abound Wealth Management reported no remaining Fidelity Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 24 Fidelity Clean Energy ETF shares in Q4 2024, an estimated $392.
Abound Wealth Management first reported a position in Fidelity Clean Energy ETF in Q3 2024 and held it in 1 quarter.
Abound Wealth Management's Fidelity Clean Energy ETF position peaked at $392 in Q3 2024.
17 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q4 2024.

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