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West Branch Capital’s Fidelity US Multifactor ETF FLRG Stock Holding History

West Branch Capital’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,760
Closed -$93.3K – 547
2024
Q4 		$93.3K Buy
+2,760
New +$95.6K 0.03% 121

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

West Branch Capital's FLRG Position: Q1 2025 in Review

West Branch Capital sold out of Fidelity US Multifactor ETF (FLRG) in Q1 2025, closing a stake of 2,760 shares — an estimated $93.3K sold.

West Branch Capital first reported a position in FLRG in Q4 2024 and held it in 1 quarter. The position peaked at $93.3K in Q4 2024. 29 funds tracked by Wall St. Rank hold FLRG as of Q1 2025.

  • West Branch Capital reported no remaining Fidelity US Multifactor ETF position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 2,760 Fidelity US Multifactor ETF shares in Q1 2025, an estimated $93.3K.
  • West Branch Capital first reported a position in Fidelity US Multifactor ETF in Q4 2024 and held it in 1 quarter.
  • West Branch Capital's Fidelity US Multifactor ETF position peaked at $93.3K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.