BWM
FCOR icon

Baystate Wealth Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Baystate Wealth Management’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
2023
Q4 		– Sell
-39
Closed -$1.71K – 1327
2023
Q3 		$1.71K Buy
+39
New +$1.75K ﹤0.01% 824

Other funds holding FCOR

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

Baystate Wealth Management's FCOR Position: Q4 2023 in Review

Baystate Wealth Management sold out of Fidelity Corporate Bond ETF (FCOR) in Q4 2023, closing a stake of 39 shares — an estimated $1.71K sold.

Baystate Wealth Management first reported a position in FCOR in Q3 2023 and held it in 1 quarter. The position peaked at $1.71K in Q3 2023. 46 funds tracked by Wall St. Rank hold FCOR as of Q4 2023.

  • Baystate Wealth Management reported no remaining Fidelity Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 39 Fidelity Corporate Bond ETF shares in Q4 2023, an estimated $1.71K.
  • Baystate Wealth Management first reported a position in Fidelity Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Baystate Wealth Management's Fidelity Corporate Bond ETF position peaked at $1.71K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.