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Beam Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Beam Wealth Advisors’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-20,636
Closed -$699K – 145
2021
Q2 		$699K Sell
20,636
-170
-0.8% -$5.74K 0.6% 53
2021
Q1 		$677K Sell
20,806
-152
-0.7% -$4.76K 0.6% 62
2020
Q4 		$601K Buy
20,958
+616
+3% +$16.4K 0.57% 61
2020
Q3 		$483K Buy
+20,342
New +$487K 0.45% 69

Other funds holding FSMD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Beam Wealth Advisors's FSMD Position: Q3 2021 in Review

Beam Wealth Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2021, closing a stake of 20,636 shares — an estimated $699K sold.

Beam Wealth Advisors first reported a position in FSMD in Q3 2020 and held it in 4 quarters. The position peaked at $699K in Q2 2021. 13 funds tracked by Wall St. Rank hold FSMD as of Q3 2021.

  • Beam Wealth Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q3 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 20,636 Fidelity Small-Mid Multifactor ETF shares in Q3 2021, an estimated $699K.
  • Beam Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2020 and held it in 4 quarters.
  • Beam Wealth Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $699K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2021.

Based on Beam Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.