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Sowell Financial Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Sowell Financial Services’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,427
Closed -$83K – 1317
2021
Q1 		$83K Sell
2,427
-22
-0.9% -$689 ﹤0.01% 1450
2020
Q4 		$70K Buy
+2,449
New +$65.2K ﹤0.01% 1282

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Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sowell Financial Services's FSMD Position: Q2 2021 in Review

Sowell Financial Services sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2021, closing a stake of 2,427 shares — an estimated $83K sold.

Sowell Financial Services first reported a position in FSMD in Q4 2020 and held it in 2 quarters. The position peaked at $83K in Q1 2021. 14 funds tracked by Wall St. Rank hold FSMD as of Q2 2021.

  • Sowell Financial Services reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,427 Fidelity Small-Mid Multifactor ETF shares in Q2 2021, an estimated $83K.
  • Sowell Financial Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Fidelity Small-Mid Multifactor ETF position peaked at $83K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.