Fidelity Investments
FXED icon

Fidelity Investments’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Fidelity Investments’s Portfolio FXED Stock Details FXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$18 – 5578
2024
Q2 		$18 Buy
+1
New +$18 ﹤0.01% 5221
2023
Q1 		– Sell
-1
Closed -$17 – 5381
2022
Q4 		$17 Buy
+1
New +$17 ﹤0.01% 5157

Other funds holding FXED

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Delta Asset Management
Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

Fidelity Investments's FXED Position: Q3 2024 in Review

Fidelity Investments sold out of Sound Enhanced Fixed Income ETF (FXED) in Q3 2024, closing a stake of 1 share — an estimated $18 sold.

Fidelity Investments first reported a position in FXED in Q4 2022 and held it in 2 quarters. The position peaked at $18 in Q2 2024. 9 funds tracked by Wall St. Rank hold FXED as of Q3 2024.

  • Fidelity Investments reported no remaining Sound Enhanced Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Sound Enhanced Fixed Income ETF share in Q3 2024, an estimated $18.
  • Fidelity Investments first reported a position in Sound Enhanced Fixed Income ETF in Q4 2022 and held it in 2 quarters.
  • Fidelity Investments's Sound Enhanced Fixed Income ETF position peaked at $18 in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.