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DecisionPoint Financial’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

DecisionPoint Financial’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14
Closed -$401 – 252
2024
Q1 		$401 Buy
+14
New +$392 ﹤0.01% 257

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DecisionPoint Financial's FELC Position: Q2 2024 in Review

DecisionPoint Financial sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2024, closing a stake of 14 shares — an estimated $401 sold.

DecisionPoint Financial first reported a position in FELC in Q1 2024 and held it in 1 quarter. The position peaked at $401 in Q1 2024. 95 funds tracked by Wall St. Rank hold FELC as of Q2 2024.

  • DecisionPoint Financial reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • DecisionPoint Financial sold 14 Fidelity Enhanced Large Cap Core ETF shares in Q2 2024, an estimated $401.
  • DecisionPoint Financial first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and held it in 1 quarter.
  • DecisionPoint Financial's Fidelity Enhanced Large Cap Core ETF position peaked at $401 in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2024.

Based on DecisionPoint Financial's 13F filing for Q2 2024, filed 9 Aug 2024.