VAMG
FDLO icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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.