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Strategic Investment Solutions’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Strategic Investment Solutions’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,300
Closed -$136K – 1198
2023
Q3 		$136K Buy
+6,300
New +$138K ﹤0.01% 533

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Strategic Investment Solutions's FFSM Position: Q4 2023 in Review

Strategic Investment Solutions sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q4 2023, closing a stake of 6,300 shares — an estimated $136K sold.

Strategic Investment Solutions first reported a position in FFSM in Q3 2023 and held it in 1 quarter. The position peaked at $136K in Q3 2023. 13 funds tracked by Wall St. Rank hold FFSM as of Q4 2023.

  • Strategic Investment Solutions reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 6,300 Fidelity Fundamental Small-Mid Cap ETF shares in Q4 2023, an estimated $136K.
  • Strategic Investment Solutions first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's Fidelity Fundamental Small-Mid Cap ETF position peaked at $136K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.