AWM
FDIS icon

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

Avitas 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
2023
Q1 		– Sell
-9,776
Closed -$554K – 205
2022
Q4 		$554K Buy
+9,776
New +$593K 0.12% 136

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Avitas Wealth Management's FDIS Position: Q1 2023 in Review

Avitas Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2023, closing a stake of 9,776 shares — an estimated $554K sold.

Avitas Wealth Management first reported a position in FDIS in Q4 2022 and held it in 1 quarter. The position peaked at $554K in Q4 2022. 146 funds tracked by Wall St. Rank hold FDIS as of Q1 2023.

  • Avitas Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 9,776 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2023, an estimated $554K.
  • Avitas Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $554K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2023.

Based on Avitas Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.