BWM
FSMD icon

Birchcreek Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Birchcreek Wealth Management’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
2024
Q3 		– Sell
-8,567
Closed -$323K – 137
2024
Q2 		$323K Buy
+8,567
New +$323K 0.18% 107

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Birchcreek Wealth Management's FSMD Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2024, closing a stake of 8,567 shares — an estimated $323K sold.

Birchcreek Wealth Management first reported a position in FSMD in Q2 2024 and held it in 1 quarter. The position peaked at $323K in Q2 2024. 65 funds tracked by Wall St. Rank hold FSMD as of Q3 2024.

  • Birchcreek Wealth Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q3 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 8,567 Fidelity Small-Mid Multifactor ETF shares in Q3 2024, an estimated $323K.
  • Birchcreek Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and held it in 1 quarter.
  • Birchcreek Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $323K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.