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Avondale Wealth Management’s Fidelity Disruptive Automation ETF FBOT Stock Holding History

Avondale Wealth Management’s Portfolio FBOT Stock Details FBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-57
Closed -$1.26K – 122
2023
Q3 		$1.26K Buy
+57
New +$1.35K ﹤0.01% 129

Other funds holding FBOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Avondale Wealth Management's FBOT Position: Q4 2023 in Review

Avondale Wealth Management sold out of Fidelity Disruptive Automation ETF (FBOT) in Q4 2023, closing a stake of 57 shares — an estimated $1.26K sold.

Avondale Wealth Management first reported a position in FBOT in Q3 2023 and held it in 1 quarter. The position peaked at $1.26K in Q3 2023. 14 funds tracked by Wall St. Rank hold FBOT as of Q4 2023.

  • Avondale Wealth Management reported no remaining Fidelity Disruptive Automation ETF position as of Q4 2023 after selling out during the quarter.
  • Avondale Wealth Management sold 57 Fidelity Disruptive Automation ETF shares in Q4 2023, an estimated $1.26K.
  • Avondale Wealth Management first reported a position in Fidelity Disruptive Automation ETF in Q3 2023 and held it in 1 quarter.
  • Avondale Wealth Management's Fidelity Disruptive Automation ETF position peaked at $1.26K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity Disruptive Automation ETF as of Q4 2023.

Based on Avondale Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.