Accel Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Accel Wealth 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
2022 Q4	–	Sell	-403	Closed	-$26K	–	1074
2022 Q3	$26K	Buy	403 +1	+0.2%	+$67	0.01%	493
2022 Q2	$25K	Buy	402 +1	+0.2%	+$68	0.01%	482
2022 Q1	$32K	Sell	401 -800	-67%	-$63.1K	0.02%	454
2021 Q4	$106K	Buy	1,201 +401	+50%	+$34.9K	0.05%	250
2021 Q3	$64K	Buy	+800	New	+$65.6K	0.04%	286

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accel Wealth Management's FDIS Position: Q4 2022 in Review

Accel Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2022, closing a stake of 403 shares — an estimated $26K sold.

Accel Wealth Management first reported a position in FDIS in Q3 2021 and held it in 5 quarters. The position peaked at $106K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q4 2022.

Accel Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 403 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2022, an estimated $26K.
Accel Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2021 and held it in 5 quarters.
Accel Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $106K in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.