1832 Asset Management
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1832 Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

1832 Asset Management’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50
Closed -$4.12K – 918
2024
Q1 		$4.12K Buy
+50
New +$3.96K ﹤0.01% 811

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

1832 Asset Management's FDIS Position: Q2 2024 in Review

1832 Asset Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2024, closing a stake of 50 shares — an estimated $4.12K sold.

1832 Asset Management first reported a position in FDIS in Q1 2024 and held it in 1 quarter. The position peaked at $4.12K in Q1 2024. 188 funds tracked by Wall St. Rank hold FDIS as of Q2 2024.

  • 1832 Asset Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2024 after selling out during the quarter.
  • 1832 Asset Management sold 50 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2024, an estimated $4.12K.
  • 1832 Asset Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2024 and held it in 1 quarter.
  • 1832 Asset Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4.12K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2024.

Based on 1832 Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.