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

Atria Investments’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
2020 Q1	–	Sell	-24,426	Closed	-$1.03M	–	753
2019 Q4	$1.03M	Buy	24,426 +968	+4%	+$39.7K	0.03%	513
2019 Q3	$935K	Buy	23,458 +1,075	+5%	+$42.3K	0.03%	435
2019 Q2	$850K	Buy	+22,383	New	+$871K	0.03%	452

Other funds holding FIDU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Investments's FIDU Position: Q1 2020 in Review

Atria Investments sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2020, closing a stake of 24,426 shares — an estimated $1.03M sold.

Atria Investments first reported a position in FIDU in Q2 2019 and held it in 3 quarters. The position peaked at $1.03M in Q4 2019. 79 funds tracked by Wall St. Rank hold FIDU as of Q1 2020.

Atria Investments reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 24,426 Fidelity MSCI Industrials Index ETF shares in Q1 2020, an estimated $1.03M.
Atria Investments first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2019 and held it in 3 quarters.
Atria Investments's Fidelity MSCI Industrials Index ETF position peaked at $1.03M in Q4 2019.
79 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.