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Strategic Investment Solutions’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		– Sell
-17,325
Closed -$576K – 1143
2023
Q3 		$576K Buy
+17,325
New +$582K 0.01% 380

Other funds holding FSMD

Commonwealth Equity Services
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KAS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Strategic Investment Solutions sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2023, closing a stake of 17,325 shares — an estimated $576K sold.

Strategic Investment Solutions first reported a position in FSMD in Q3 2023 and held it in 1 quarter. The position peaked at $576K in Q3 2023. 29 funds tracked by Wall St. Rank hold FSMD as of Q4 2023.

  • Strategic Investment Solutions reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 17,325 Fidelity Small-Mid Multifactor ETF shares in Q4 2023, an estimated $576K.
  • Strategic Investment Solutions first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's Fidelity Small-Mid Multifactor ETF position peaked at $576K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2023.

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