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Joel Greenblatt’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Joel Greenblatt’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-457,078
Closed -$4.99M – 1475
2023
Q4 		$4.99M Buy
+457,078
New +$9.81M 0.09% 296

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Joel Greenblatt's FFSM Position: Q1 2024 in Review

Joel Greenblatt sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q1 2024, closing a stake of 457,078 shares — an estimated $4.99M sold.

Joel Greenblatt first reported a position in FFSM in Q4 2023 and held it in 1 quarter. The position peaked at $4.99M in Q4 2023. 14 funds tracked by Wall St. Rank hold FFSM as of Q1 2024.

  • Joel Greenblatt reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Joel Greenblatt sold 457,078 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2024, an estimated $4.99M.
  • Joel Greenblatt first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Joel Greenblatt's Fidelity Fundamental Small-Mid Cap ETF position peaked at $4.99M in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2024.

Based on Gotham Asset Management's 13F filing for Q1 2024, filed 15 May 2024.