Fidelity Investments
NETL icon

Fidelity Investments’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Fidelity Investments’s Portfolio NETL Stock Details NETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$24 – 5548
2024
Q1 		$24 Hold
1
– – ﹤0.01% 5155
2023
Q4 		$25 Hold
1
– – ﹤0.01% 5159
2023
Q3 		$22 Buy
+1
New +$24 ﹤0.01% 5075
2022
Q2 		– Sell
-1
Closed – – 5301
2022
Q1 		$0 Buy
+1
New +$29 ﹤0.01% 5306

Other funds holding NETL

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fidelity Investments's NETL Position: Q2 2024 in Review

Fidelity Investments sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2024, closing a stake of 1 share — an estimated $24 sold.

Fidelity Investments first reported a position in NETL in Q1 2022 and held it in 4 quarters. The position peaked at $25 in Q4 2023. 21 funds tracked by Wall St. Rank hold NETL as of Q2 2024.

  • Fidelity Investments reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Colterpoint Net Lease Real Estate ETF share in Q2 2024, an estimated $24.
  • Fidelity Investments first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2022 and held it in 4 quarters.
  • Fidelity Investments's Colterpoint Net Lease Real Estate ETF position peaked at $25 in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.