RWM
FLDR icon

Ritholtz Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Ritholtz Wealth Management’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,524
Closed -$276K – 881
2024
Q2 		$276K Buy
+5,524
New +$276K 0.01% 675

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AWM
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NAS
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CPCP
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PCIA
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Ritholtz Wealth Management's FLDR Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024, closing a stake of 5,524 shares — an estimated $276K sold.

Ritholtz Wealth Management first reported a position in FLDR in Q2 2024 and held it in 1 quarter. The position peaked at $276K in Q2 2024. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,524 Fidelity Low Duration Bond Factor ETF shares in Q3 2024, an estimated $276K.
  • Ritholtz Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and held it in 1 quarter.
  • Ritholtz Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $276K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.