AGF Investments LLC’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

AGF Investments LLC’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20	Closed	-$1K	–	332
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	376
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	425
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	428
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	416
2021 Q2	$1K	Buy	20 +4	+25%	+$217	﹤0.01%	421
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	413
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	503
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	541
2020 Q2	$1K	Sell	16 -18	-53%	-$606	﹤0.01%	566
2020 Q1	$1K	Sell	34 -33	-49%	-$1.28K	﹤0.01%	578
2019 Q4	$3K	Buy	67 +9	+16%	+$369	﹤0.01%	586
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	614
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	614
2019 Q1	$2K	Buy	58 +53	+1,060%	+$1.95K	﹤0.01%	603
2018 Q4	$0	Hold	5	–	–	﹤0.01%	733
2018 Q3	$0	Hold	5	–	–	﹤0.01%	841
2018 Q2	$0	Buy	5 +3	+150%	+$114	﹤0.01%	844
2018 Q1	$0	Buy	+2	New	+$78	﹤0.01%	726

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AGF Investments LLC's FIDU Position: Q3 2022 in Review

AGF Investments LLC sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

AGF Investments LLC first reported a position in FIDU in Q1 2018 and held it in 18 quarters. The position peaked at $3K in Q4 2019. 109 funds tracked by Wall St. Rank hold FIDU as of Q3 2022.

AGF Investments LLC reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2022 after selling out during the quarter.
AGF Investments LLC sold 20 Fidelity MSCI Industrials Index ETF shares in Q3 2022, an estimated $1K.
AGF Investments LLC first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2018 and held it in 18 quarters.
AGF Investments LLC's Fidelity MSCI Industrials Index ETF position peaked at $3K in Q4 2019.
109 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.