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Walden Wealth Partners’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Walden Wealth Partners’s Portfolio FDRV Stock Details FDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$162K Hold
12,185
– – 0.09% 86
2024
Q1 		$171K Sell
12,185
-6,115
-33% -$89.9K 0.1% 91
2023
Q4 		$313K Buy
+18,300
New +$291K 0.2% 60

Other funds holding FDRV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Walden Wealth Partners's FDRV Position: Q2 2024 in Review

Walden Wealth Partners held its Fidelity Electric Vehicles and Future Transportation ETF (FDRV) position steady in Q2 2024 at 12,185 shares worth $162K. The position accounts for 0.09% of the portfolio, ranked #86.

Walden Wealth Partners first reported a position in FDRV in Q4 2023 and has held it in 3 quarters since. The position peaked at $313K in Q4 2023. 16 funds tracked by Wall St. Rank hold FDRV as of Q2 2024.

  • Walden Wealth Partners held 12,185 shares of Fidelity Electric Vehicles and Future Transportation ETF worth $162K as of Q2 2024.
  • Walden Wealth Partners left its Fidelity Electric Vehicles and Future Transportation ETF share count unchanged in Q2 2024.
  • Fidelity Electric Vehicles and Future Transportation ETF made up 0.09% of Walden Wealth Partners's portfolio in Q2 2024, its #86 holding.
  • Walden Wealth Partners first reported a position in Fidelity Electric Vehicles and Future Transportation ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Fidelity Electric Vehicles and Future Transportation ETF position peaked at $313K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Fidelity Electric Vehicles and Future Transportation ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.