Fidelity Investments’s LifeGoal Wealth Builder ETF WLTH Stock Holding History

Fidelity Investments’s Portfolio WLTH Stock Details WLTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1	Closed	–	–	5559
2022 Q2	$0	Hold	1	–	–	﹤0.01%	5664
2022 Q1	$0	Buy	+1	New	+$9	﹤0.01%	5662

Other funds holding WLTH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's WLTH Position: Q3 2022 in Review

Fidelity Investments sold out of LifeGoal Wealth Builder ETF (WLTH) in Q3 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in WLTH in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 3 funds tracked by Wall St. Rank hold WLTH as of Q3 2022.

Fidelity Investments reported no remaining LifeGoal Wealth Builder ETF position as of Q3 2022 after selling out during the quarter.
Fidelity Investments sold 1 LifeGoal Wealth Builder ETF share in Q3 2022.
Fidelity Investments first reported a position in LifeGoal Wealth Builder ETF in Q1 2022 and held it in 2 quarters.
Fidelity Investments's LifeGoal Wealth Builder ETF position peaked at $0 in Q2 2022.
3 funds tracked by Wall St. Rank held LifeGoal Wealth Builder ETF as of Q3 2022.

Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.