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Brown Brothers Harriman & Co’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Brown Brothers Harriman & Co’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
2024
Q3 		– Sell
-600
Closed -$29.9K – 1436
2024
Q2 		$29.9K Buy
+600
New +$30K ﹤0.01% 838

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Brown Brothers Harriman & Co's FLDR Position: Q3 2024 in Review

Brown Brothers Harriman & Co sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024, closing a stake of 600 shares — an estimated $29.9K sold.

Brown Brothers Harriman & Co first reported a position in FLDR in Q2 2024 and held it in 1 quarter. The position peaked at $29.9K in Q2 2024. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

  • Brown Brothers Harriman & Co reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 600 Fidelity Low Duration Bond Factor ETF shares in Q3 2024, an estimated $29.9K.
  • Brown Brothers Harriman & Co first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Fidelity Low Duration Bond Factor ETF position peaked at $29.9K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2024, filed 13 Nov 2024.