Fidelity Investments
SEIM icon

Fidelity Investments’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Fidelity Investments’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-413
Closed -$14.9K – 5783
2024
Q3 		$14.9K Buy
+413
New +$14K ﹤0.01% 4299

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Fidelity Investments's SEIM Position: Q4 2024 in Review

Fidelity Investments sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q4 2024, closing a stake of 413 shares — an estimated $14.9K sold.

Fidelity Investments first reported a position in SEIM in Q3 2024 and held it in 1 quarter. The position peaked at $14.9K in Q3 2024. 48 funds tracked by Wall St. Rank hold SEIM as of Q4 2024.

  • Fidelity Investments reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 413 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q4 2024, an estimated $14.9K.
  • Fidelity Investments first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q3 2024 and held it in 1 quarter.
  • Fidelity Investments's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $14.9K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.