Ownership history in Riverpoint Wealth Management Holdings, LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Riverpoint Wealth Management Holdings, LLC reported a position in FIDELITY (FREL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Riverpoint Wealth Management Holdings, LLC underperformed the S&P 500 by β13.2% annually on this FREL position. Timing score: 63% (17/27 decisions correct). Average cost basis: $22.12. Maximum drawdown during holding period: β30.8%.
β Significantly underperformed the S&P 500 by 13.2% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 27 add/trim decisions correct
Best entry: $17.10 (2020 Q1) Β· Worst: $30.11 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
26 adds Β· 2 trims. Bought during 9 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size