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Concord Wealth Partners’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Concord Wealth Partners’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$1.05K – 1071
2023
Q1 		$1.05K Buy
+50
New +$1.07K ﹤0.01% 889

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Royal Bank of Canada
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BFEC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Concord Wealth Partners's FFSM Position: Q2 2023 in Review

Concord Wealth Partners sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2023, closing a stake of 50 shares — an estimated $1.05K sold.

Concord Wealth Partners first reported a position in FFSM in Q1 2023 and held it in 1 quarter. The position peaked at $1.05K in Q1 2023. 9 funds tracked by Wall St. Rank hold FFSM as of Q2 2023.

  • Concord Wealth Partners reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2023, an estimated $1.05K.
  • Concord Wealth Partners first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.05K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.