Simplicity Solutions’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-13,368	Closed	-$682K	–	648
2020 Q4	$682K	Buy	13,368 +1,012	+8%	+$51.6K	0.01%	632
2020 Q3	$631K	Buy	12,356 +5,827	+89%	+$298K	0.01%	587
2020 Q2	$332K	Sell	6,529 -4,915	-43%	-$247K	0.01%	705
2020 Q1	$559K	Buy	+11,444	New	+$574K	0.02%	464

Other funds holding FLDR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Simplicity Solutions's FLDR Position: Q1 2021 in Review

Simplicity Solutions sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2021, closing a stake of 13,368 shares — an estimated $682K sold.

Simplicity Solutions first reported a position in FLDR in Q1 2020 and held it in 4 quarters. The position peaked at $682K in Q4 2020. 36 funds tracked by Wall St. Rank hold FLDR as of Q1 2021.

Simplicity Solutions reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 13,368 Fidelity Low Duration Bond Factor ETF shares in Q1 2021, an estimated $682K.
Simplicity Solutions first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2020 and held it in 4 quarters.
Simplicity Solutions's Fidelity Low Duration Bond Factor ETF position peaked at $682K in Q4 2020.
36 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.