Fidelity Investments’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Fidelity Investments’s Portfolio OVT Stock Details OVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1	Closed	-$22	–	5456
2023 Q2	$22	Buy	+1	New	+$22	﹤0.01%	5160
2022 Q4	–	Sell	-1	Closed	–	–	5520
2022 Q3	$0	Buy	+1	New	+$22	﹤0.01%	5258
2022 Q2	–	Sell	-1	Closed	–	–	5333
2022 Q1	$0	Buy	+1	New	+$24	﹤0.01%	5342

Other funds holding OVT

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Fidelity Investments's OVT Position: Q3 2023 in Review

Fidelity Investments sold out of Overlay Shares Short Term Bond ETF (OVT) in Q3 2023, closing a stake of 1 share — an estimated $22 sold.

Fidelity Investments first reported a position in OVT in Q1 2022 and held it in 3 quarters. The position peaked at $22 in Q2 2023. 8 funds tracked by Wall St. Rank hold OVT as of Q3 2023.

Fidelity Investments reported no remaining Overlay Shares Short Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Fidelity Investments sold 1 Overlay Shares Short Term Bond ETF share in Q3 2023, an estimated $22.
Fidelity Investments first reported a position in Overlay Shares Short Term Bond ETF in Q1 2022 and held it in 3 quarters.
Fidelity Investments's Overlay Shares Short Term Bond ETF position peaked at $22 in Q2 2023.
8 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2023.

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