Fidelity Investments
OVF icon

Fidelity Investments’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

Fidelity Investments’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$23 – 5454
2023
Q2 		$23 Buy
+1
New +$23 ﹤0.01% 5148

Other funds holding OVF

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments's OVF Position: Q3 2023 in Review

Fidelity Investments sold out of Overlay Shares Foreign Equity ETF (OVF) in Q3 2023, closing a stake of 1 share — an estimated $23 sold.

Fidelity Investments first reported a position in OVF in Q2 2023 and held it in 1 quarter. The position peaked at $23 in Q2 2023. 6 funds tracked by Wall St. Rank hold OVF as of Q3 2023.

  • Fidelity Investments reported no remaining Overlay Shares Foreign Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Overlay Shares Foreign Equity ETF share in Q3 2023, an estimated $23.
  • Fidelity Investments first reported a position in Overlay Shares Foreign Equity ETF in Q2 2023 and held it in 1 quarter.
  • Fidelity Investments's Overlay Shares Foreign Equity ETF position peaked at $23 in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.