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Anchor Capital Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Anchor Capital Advisors’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,115
Closed -$305K – 265
2023
Q2 		$305K Hold
6,115
– – 0.01% 239
2023
Q1 		$304K Sell
6,115
-70
-1% -$3.48K 0.01% 235
2022
Q4 		$306K Hold
6,185
– – 0.01% 236
2022
Q3 		$305K Sell
6,185
-6,855
-53% -$340K 0.01% 237
2022
Q2 		$646K Sell
13,040
-1,800
-12% -$89.8K 0.02% 203
2022
Q1 		$744K Buy
14,840
+500
+3% +$25.2K 0.02% 208
2021
Q4 		$727K Buy
14,340
+1,805
+14% +$91.6K 0.01% 205
2021
Q3 		$637K Buy
12,535
+400
+3% +$20.4K 0.01% 211
2021
Q2 		$617K Buy
12,135
+195
+2% +$9.9K 0.01% 214
2021
Q1 		$605K Buy
11,940
+3,920
+49% +$200K 0.01% 216
2020
Q4 		$409K Sell
8,020
-1,300
-14% -$66.3K 0.01% 229
2020
Q3 		$476K Sell
9,320
-300
-3% -$15.3K 0.01% 209
2020
Q2 		$490K Sell
9,620
-50
-0.5% -$2.51K 0.01% 205
2020
Q1 		$473K Sell
9,670
-650
-6% -$32.6K 0.01% 187
2019
Q4 		$523K Sell
10,320
-100
-1% -$5.08K 0.01% 204
2019
Q3 		$528K Buy
+10,420
New +$528K 0.02% 204

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Capital Advisors's FLDR Position: Q3 2023 in Review

Anchor Capital Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2023, closing a stake of 6,115 shares — an estimated $305K sold.

Anchor Capital Advisors first reported a position in FLDR in Q3 2019 and held it in 16 quarters. The position peaked at $744K in Q1 2022. 54 funds tracked by Wall St. Rank hold FLDR as of Q3 2023.

  • Anchor Capital Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 6,115 Fidelity Low Duration Bond Factor ETF shares in Q3 2023, an estimated $305K.
  • Anchor Capital Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2019 and held it in 16 quarters.
  • Anchor Capital Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $744K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2023.

Based on Anchor Capital Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.