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WR Wealth Planners’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

WR Wealth Planners’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22
Closed -$673 – 1163
2024
Q2 		$673 Buy
+22
New +$647 ﹤0.01% 993

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's FELC Position: Q3 2024 in Review

WR Wealth Planners sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2024, closing a stake of 22 shares — an estimated $673 sold.

WR Wealth Planners first reported a position in FELC in Q2 2024 and held it in 1 quarter. The position peaked at $673 in Q2 2024. 111 funds tracked by Wall St. Rank hold FELC as of Q3 2024.

  • WR Wealth Planners reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 22 Fidelity Enhanced Large Cap Core ETF shares in Q3 2024, an estimated $673.
  • WR Wealth Planners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2024 and held it in 1 quarter.
  • WR Wealth Planners's Fidelity Enhanced Large Cap Core ETF position peaked at $673 in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.