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Charter Oak Capital Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Charter Oak Capital 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
2022
Q1 		– Sell
-800
Closed -$42K – 983
2021
Q4 		$42K Buy
+800
New +$40.3K ﹤0.01% 377

Other funds holding FDLO

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RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Charter Oak Capital Management's FDLO Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2022, closing a stake of 800 shares — an estimated $42K sold.

Charter Oak Capital Management first reported a position in FDLO in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 77 funds tracked by Wall St. Rank hold FDLO as of Q1 2022.

  • Charter Oak Capital Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 800 Fidelity Low Volatility Factor ETF shares in Q1 2022, an estimated $42K.
  • Charter Oak Capital Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's Fidelity Low Volatility Factor ETF position peaked at $42K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.