BWA
FLDR icon

Beam Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Beam Wealth Advisors’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,870
Closed -$348K – 153
2019
Q4 		$348K Buy
+6,870
New +$349K 0.32% 97

Other funds holding FLDR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beam Wealth Advisors's FLDR Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2020, closing a stake of 6,870 shares — an estimated $348K sold.

Beam Wealth Advisors first reported a position in FLDR in Q4 2019 and held it in 1 quarter. The position peaked at $348K in Q4 2019. 28 funds tracked by Wall St. Rank hold FLDR as of Q1 2020.

  • Beam Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 6,870 Fidelity Low Duration Bond Factor ETF shares in Q1 2020, an estimated $348K.
  • Beam Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $348K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.