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Sugarloaf Wealth Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Sugarloaf Wealth Management’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.32M Buy
48,224
+20,609
+75% +$570K 0.25% 44
2024
Q3 		$747K Buy
+27,615
New +$725K 0.14% 69

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Sugarloaf Wealth Management's FHEQ Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Fidelity Hedged Equity ETF (FHEQ) stake by 75% in Q4 2024, buying an estimated $570K and bringing the position to 48,224 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #44.

Sugarloaf Wealth Management first reported a position in FHEQ in Q3 2024 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FHEQ as of Q4 2024.

  • Sugarloaf Wealth Management held 48,224 shares of Fidelity Hedged Equity ETF worth $1.32M as of Q4 2024.
  • Sugarloaf Wealth Management bought 20,609 Fidelity Hedged Equity ETF shares in Q4 2024, an estimated $570K.
  • Fidelity Hedged Equity ETF made up 0.25% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #44 holding.
  • Sugarloaf Wealth Management first reported a position in Fidelity Hedged Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.