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Atlas Private Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Atlas Private Wealth Management’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
2020
Q4 		– Sell
-106
Closed -$7K – 383
2020
Q3 		$7K Buy
+106
New +$6.31K 0.01% 337

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FI
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HCM
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Atlas Private Wealth Management's FDIS Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2020, closing a stake of 106 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in FDIS in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 147 funds tracked by Wall St. Rank hold FDIS as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 106 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2020, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $7K in Q3 2020.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.