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Summit X LLC’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Summit X LLC’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,824
Closed -$1.21K – 307
2020
Q3 		$1.21K Buy
+2,824
New +$112K 0.02% 227
2019
Q4 		– Sell
-49,166
Closed -$1.72M – 238
2019
Q3 		$1.72M Sell
49,166
-327
-0.7% -$11.6K 0.69% 39
2019
Q2 		$1.75M Sell
49,493
-69,612
-58% -$2.41M 0.71% 38
2019
Q1 		$4.02M Sell
119,105
-1,989
-2% -$64.6K 1.72% 9
2018
Q4 		$3.58M Buy
121,094
+1,878
+2% +$60.2K 2.07% 8
2018
Q3 		$4.22M Sell
119,216
-22,629
-16% -$777K 2.07% 6
2018
Q2 		$4.66M Buy
141,845
+58,087
+69% +$1.91M 2.6% 4
2018
Q1 		$2.66M Buy
83,758
+47,766
+133% +$1.55M 1.6% 14
2017
Q4 		$1.14M Buy
35,992
+7,691
+27% +$235K 0.72% 34
2017
Q3 		$827K Buy
+28,301
New +$806K 0.55% 43

Other funds holding FDMO

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit X LLC's FDMO Position: Q4 2020 in Review

Summit X LLC sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2020, closing a stake of 2,824 shares — an estimated $1.21K sold.

Summit X LLC first reported a position in FDMO in Q3 2017 and held it in 10 quarters. The position peaked at $4.66M in Q2 2018. 31 funds tracked by Wall St. Rank hold FDMO as of Q4 2020.

  • Summit X LLC reported no remaining Fidelity Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 2,824 Fidelity Momentum Factor ETF shares in Q4 2020, an estimated $1.21K.
  • Summit X LLC first reported a position in Fidelity Momentum Factor ETF in Q3 2017 and held it in 10 quarters.
  • Summit X LLC's Fidelity Momentum Factor ETF position peaked at $4.66M in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.