Baldwin Wealth Partners’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Baldwin Wealth Partners’s Portfolio FCOR Stock Details FCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$24.2K	–	510
2024 Q3	$24.2K	Hold	500	–	–	﹤0.01%	669
2024 Q2	$23K	Hold	500	–	–	﹤0.01%	443
2024 Q1	$23.3K	Hold	500	–	–	﹤0.01%	467
2023 Q4	$23.5K	Hold	500	–	–	﹤0.01%	479
2023 Q3	$21.9K	Hold	500	–	–	﹤0.01%	499
2023 Q2	$22.9K	Hold	500	–	–	﹤0.01%	518
2023 Q1	$23.1K	Hold	500	–	–	﹤0.01%	528
2022 Q4	$22.4K	Buy	+500	New	+$22.2K	﹤0.01%	521

Other funds holding FCOR

KAS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Baldwin Wealth Partners's FCOR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fidelity Corporate Bond ETF (FCOR) in Q4 2024, closing a stake of 500 shares — an estimated $24.2K sold.

Baldwin Wealth Partners first reported a position in FCOR in Q4 2022 and held it in 8 quarters. The position peaked at $24.2K in Q3 2024. 62 funds tracked by Wall St. Rank hold FCOR as of Q4 2024.

Baldwin Wealth Partners reported no remaining Fidelity Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 500 Fidelity Corporate Bond ETF shares in Q4 2024, an estimated $24.2K.
Baldwin Wealth Partners first reported a position in Fidelity Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Fidelity Corporate Bond ETF position peaked at $24.2K in Q3 2024.
62 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.