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Birchcreek Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Birchcreek Wealth Management’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,626
Closed -$260K – 158
2024
Q1 		$260K Buy
4,626
+253
+6% +$13.8K 0.14% 127
2023
Q4 		$232K Buy
+4,373
New +$221K 0.14% 123

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Birchcreek Wealth Management's FDLO Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2024, closing a stake of 4,626 shares — an estimated $260K sold.

Birchcreek Wealth Management first reported a position in FDLO in Q4 2023 and held it in 2 quarters. The position peaked at $260K in Q1 2024. 108 funds tracked by Wall St. Rank hold FDLO as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,626 Fidelity Low Volatility Factor ETF shares in Q2 2024, an estimated $260K.
  • Birchcreek Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and held it in 2 quarters.
  • Birchcreek Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $260K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.