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Optimum Investment Advisors’s Fidelity Cloud Computing ETF FCLD Stock Holding History

Optimum Investment Advisors’s Portfolio FCLD Stock Details FCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$24.2K – 646
2024
Q2 		$24.2K Buy
+1,000
New +$23.8K 0.01% 428

Other funds holding FCLD

SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Optimum Investment Advisors's FCLD Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Fidelity Cloud Computing ETF (FCLD) in Q3 2024, closing a stake of 1,000 shares — an estimated $24.2K sold.

Optimum Investment Advisors first reported a position in FCLD in Q2 2024 and held it in 1 quarter. The position peaked at $24.2K in Q2 2024. 16 funds tracked by Wall St. Rank hold FCLD as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Fidelity Cloud Computing ETF position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Fidelity Cloud Computing ETF shares in Q3 2024, an estimated $24.2K.
  • Optimum Investment Advisors first reported a position in Fidelity Cloud Computing ETF in Q2 2024 and held it in 1 quarter.
  • Optimum Investment Advisors's Fidelity Cloud Computing ETF position peaked at $24.2K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Fidelity Cloud Computing ETF as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.