Fidelity Investments
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Fidelity Investments’s Freedom Day Dividend ETF MBOX Stock Holding History

Fidelity Investments’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-74
Closed -$2.12K – 5577
2023
Q4 		$2.12K Buy
+74
New +$1.97K ﹤0.01% 4634

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments's MBOX Position: Q1 2024 in Review

Fidelity Investments sold out of Freedom Day Dividend ETF (MBOX) in Q1 2024, closing a stake of 74 shares — an estimated $2.12K sold.

Fidelity Investments first reported a position in MBOX in Q4 2023 and held it in 1 quarter. The position peaked at $2.12K in Q4 2023. 8 funds tracked by Wall St. Rank hold MBOX as of Q1 2024.

  • Fidelity Investments reported no remaining Freedom Day Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 74 Freedom Day Dividend ETF shares in Q1 2024, an estimated $2.12K.
  • Fidelity Investments first reported a position in Freedom Day Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Fidelity Investments's Freedom Day Dividend ETF position peaked at $2.12K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.