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Matthew Hamilton Rosenberg’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-709
Closed -$22.8K – 823
2024
Q3 		$22.8K Hold
709
– – 0.01% 535
2024
Q2 		$21.7K Hold
709
– – 0.01% 518
2024
Q1 		$20.9K Buy
+709
New +$19.8K 0.01% 537

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Matthew Hamilton Rosenberg's FELC Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2024, closing a stake of 709 shares — an estimated $22.8K sold.

Matthew Hamilton Rosenberg first reported a position in FELC in Q1 2024 and held it in 3 quarters. The position peaked at $22.8K in Q3 2024. 141 funds tracked by Wall St. Rank hold FELC as of Q4 2024.

  • Matthew Hamilton Rosenberg reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 709 Fidelity Enhanced Large Cap Core ETF shares in Q4 2024, an estimated $22.8K.
  • Matthew Hamilton Rosenberg first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's Fidelity Enhanced Large Cap Core ETF position peaked at $22.8K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.