AI
FIDU icon

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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.