Baystate Wealth Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Baystate Wealth Management’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$22.1K	Buy	+784	New	+$20.7K	﹤0.01%	540

Other funds holding FESM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q4 2023: 784 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings.

37 funds tracked by Wall St. Rank hold FESM as of Q4 2023.

Baystate Wealth Management held 784 shares of Fidelity Enhanced Small Cap Core ETF worth $22.1K as of Q4 2023.
Fidelity Enhanced Small Cap Core ETF was a new Baystate Wealth Management position in Q4 2023.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #540 holding.
37 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q4 2023.

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