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Acute Investment Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Acute Investment Advisory’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
Q1 		– Sell
-2,872
Closed -$254K – 43
2021
Q4 		$254K Buy
+2,872
New +$250K 0.19% 48

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Acute Investment Advisory's FDIS Position: Q1 2022 in Review

Acute Investment Advisory sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2022, closing a stake of 2,872 shares — an estimated $254K sold.

Acute Investment Advisory first reported a position in FDIS in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 182 funds tracked by Wall St. Rank hold FDIS as of Q1 2022.

  • Acute Investment Advisory reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 2,872 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2022, an estimated $254K.
  • Acute Investment Advisory first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 1 quarter.
  • Acute Investment Advisory's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $254K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2022.

Based on Acute Investment Advisory's 13F filing for Q1 2022, filed 31 Aug 2022.