Atria Wealth Solutions
FCLD icon

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

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Citadel Advisors
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Susquehanna International Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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.