Voisard Asset Management Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Voisard Asset Management Group’s Portfolio FDLO Stock Details FDLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$30.7K	–	278
2024 Q3	$30.7K	Hold	500	–	–	0.01%	228
2024 Q2	$28.5K	Hold	500	–	–	0.01%	200
2024 Q1	$28.1K	Hold	500	–	–	0.02%	173
2023 Q4	$26.5K	Buy	+500	New	+$25.3K	0.02%	185

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Voisard Asset Management Group's FDLO Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2024, closing a stake of 500 shares — an estimated $30.7K sold.

Voisard Asset Management Group first reported a position in FDLO in Q4 2023 and held it in 4 quarters. The position peaked at $30.7K in Q3 2024. 140 funds tracked by Wall St. Rank hold FDLO as of Q4 2024.

Voisard Asset Management Group reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 500 Fidelity Low Volatility Factor ETF shares in Q4 2024, an estimated $30.7K.
Voisard Asset Management Group first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's Fidelity Low Volatility Factor ETF position peaked at $30.7K in Q3 2024.
140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.