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Archer Investment Corporation’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Archer Investment Corporation’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
2024
Q2 		– Sell
-174
Closed -$14.4K – 1093
2024
Q1 		$14.4K Hold
174
– – ﹤0.01% 594
2023
Q4 		$13.7K Hold
174
– – ﹤0.01% 599
2023
Q3 		$12.2K Hold
174
– – ﹤0.01% 586
2023
Q2 		$12.8K Hold
174
– – ﹤0.01% 573
2023
Q1 		$11.4K Hold
174
– – ﹤0.01% 550
2022
Q4 		$9.86K Hold
174
– – ﹤0.01% 539
2022
Q3 		$10.6K Hold
174
– – ﹤0.01% 520
2022
Q2 		$10.2K Hold
174
– – ﹤0.01% 530
2022
Q1 		$13.8K Hold
174
– – ﹤0.01% 512
2021
Q4 		$15.4K Hold
174
– – 0.01% 509
2021
Q3 		$14K Hold
174
– – 0.01% 498
2021
Q2 		$14.1K Hold
174
– – 0.01% 433
2021
Q1 		$13.3K Hold
174
– – 0.01% 512
2020
Q4 		$12.4K Hold
174
– – 0.01% 482
2020
Q3 		$10.8K Hold
174
– – 0.01% 441
2020
Q2 		$9.05K Hold
174
– – 0.01% 448
2020
Q1 		$7K Hold
174
– – ﹤0.01% 449
2019
Q4 		$9K Hold
174
– – ﹤0.01% 458
2019
Q3 		$8K Hold
174
– – ﹤0.01% 357
2019
Q2 		$8K Hold
174
– – 0.01% 351
2019
Q1 		$8K Sell
174
-65
-27% -$2.73K 0.01% 353
2018
Q4 		$9K Buy
+239
New +$9.86K 0.01% 320

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Archer Investment Corporation's FDIS Position: Q2 2024 in Review

Archer Investment Corporation sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2024, closing a stake of 174 shares — an estimated $14.4K sold.

Archer Investment Corporation first reported a position in FDIS in Q4 2018 and held it in 22 quarters. The position peaked at $15.4K in Q4 2021. 188 funds tracked by Wall St. Rank hold FDIS as of Q2 2024.

  • Archer Investment Corporation reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 174 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2024, an estimated $14.4K.
  • Archer Investment Corporation first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2018 and held it in 22 quarters.
  • Archer Investment Corporation's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $15.4K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2024.

Based on Archer Investment Corporation's 13F filing for Q2 2024, filed 2 Aug 2024.