Atria Wealth Solutions’s Fidelity Cloud Computing ETF FCLD Stock Holding History

Atria Wealth Solutions’s Portfolio FCLD Stock Details FCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,619	Closed	-$208K	–	1966
2024 Q2	$208K	Sell	8,619 -640	-7%	-$15.3K	﹤0.01%	1749
2024 Q1	$234K	Buy	+9,259	New	+$222K	﹤0.01%	1717

Other funds holding FCLD

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Atria Wealth Solutions's FCLD Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Fidelity Cloud Computing ETF (FCLD) in Q3 2024, closing a stake of 8,619 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in FCLD in Q1 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 16 funds tracked by Wall St. Rank hold FCLD as of Q3 2024.

Atria Wealth Solutions reported no remaining Fidelity Cloud Computing ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 8,619 Fidelity Cloud Computing ETF shares in Q3 2024, an estimated $208K.
Atria Wealth Solutions first reported a position in Fidelity Cloud Computing ETF in Q1 2024 and held it in 2 quarters.
Atria Wealth Solutions's Fidelity Cloud Computing ETF position peaked at $234K in Q1 2024.
16 funds tracked by Wall St. Rank held Fidelity Cloud Computing ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.