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AFS Financial Group’s Fidelity International High Dividend ETF FIDI Stock Holding History

AFS Financial Group’s Portfolio FIDI Stock Details FIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,524
Closed -$306K – 74
2023
Q3 		$306K Hold
16,524
– – 0.21% 72
2023
Q2 		$317K Hold
16,524
– – 0.21% 75
2023
Q1 		$313K Hold
16,524
– – 0.21% 75
2022
Q4 		$308K Buy
+16,524
New +$292K 0.22% 76

Other funds holding FIDI

DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

AFS Financial Group's FIDI Position: Q4 2023 in Review

AFS Financial Group sold out of Fidelity International High Dividend ETF (FIDI) in Q4 2023, closing a stake of 16,524 shares — an estimated $306K sold.

AFS Financial Group first reported a position in FIDI in Q4 2022 and held it in 4 quarters. The position peaked at $317K in Q2 2023. 28 funds tracked by Wall St. Rank hold FIDI as of Q4 2023.

  • AFS Financial Group reported no remaining Fidelity International High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 16,524 Fidelity International High Dividend ETF shares in Q4 2023, an estimated $306K.
  • AFS Financial Group first reported a position in Fidelity International High Dividend ETF in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Fidelity International High Dividend ETF position peaked at $317K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Fidelity International High Dividend ETF as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.