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

ACG Wealth’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
Q3 		– Sell
-17
Closed -$1K – 489
2022
Q2 		$1K Buy
+17
New +$1.15K ﹤0.01% 859

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

ACG Wealth's FDIS Position: Q3 2022 in Review

ACG Wealth sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

ACG Wealth first reported a position in FDIS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 143 funds tracked by Wall St. Rank hold FDIS as of Q3 2022.

  • ACG Wealth reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 17 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1K in Q2 2022.
  • 143 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.