Aspire Private Capital’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Aspire Private Capital’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
2021 Q3	–	Sell	-132	Closed	-$7K	–	612
2021 Q2	$7K	Hold	132	–	–	﹤0.01%	349
2021 Q1	$7K	Buy	+132	New	+$6.48K	﹤0.01%	353

Other funds holding FIDU

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

FSC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Private Capital's FIDU Position: Q3 2021 in Review

Aspire Private Capital sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2021, closing a stake of 132 shares — an estimated $7K sold.

Aspire Private Capital first reported a position in FIDU in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

Aspire Private Capital reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2021 after selling out during the quarter.
Aspire Private Capital sold 132 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $7K.
Aspire Private Capital first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 2 quarters.
Aspire Private Capital's Fidelity MSCI Industrials Index ETF position peaked at $7K in Q2 2021.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Aspire Private Capital's 13F filing for Q3 2021, filed 15 Nov 2021.