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

Claris 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
2024
Q4 		– Sell
-200
Closed -$8.28K – 470
2024
Q3 		$8.28K Buy
+200
New +$7.93K ﹤0.01% 234

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Claris Advisors's FSMD Position: Q4 2024 in Review

Claris Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2024, closing a stake of 200 shares — an estimated $8.28K sold.

Claris Advisors first reported a position in FSMD in Q3 2024 and held it in 1 quarter. The position peaked at $8.28K in Q3 2024. 89 funds tracked by Wall St. Rank hold FSMD as of Q4 2024.

  • Claris Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 200 Fidelity Small-Mid Multifactor ETF shares in Q4 2024, an estimated $8.28K.
  • Claris Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $8.28K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.