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International Assets Investment Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

International Assets Investment Management’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,108
Closed -$1.01M – 1155
2024
Q3 		$1.01M Buy
+20,108
New +$1.28M 0.08% 198

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

International Assets Investment Management's FDMO Position: Q4 2024 in Review

International Assets Investment Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2024, closing a stake of 20,108 shares — an estimated $1.01M sold.

International Assets Investment Management first reported a position in FDMO in Q3 2024 and held it in 1 quarter. The position peaked at $1.01M in Q3 2024. 59 funds tracked by Wall St. Rank hold FDMO as of Q4 2024.

  • International Assets Investment Management reported no remaining Fidelity Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 20,108 Fidelity Momentum Factor ETF shares in Q4 2024, an estimated $1.01M.
  • International Assets Investment Management first reported a position in Fidelity Momentum Factor ETF in Q3 2024 and held it in 1 quarter.
  • International Assets Investment Management's Fidelity Momentum Factor ETF position peaked at $1.01M in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.