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Axxcess Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Axxcess Wealth Management’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
2022
Q1 		– Sell
-7,568
Closed -$425K – 661
2021
Q4 		$425K Buy
+7,568
New +$419K 0.03% 394

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Axxcess Wealth Management's FIDU Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2022, closing a stake of 7,568 shares — an estimated $425K sold.

Axxcess Wealth Management first reported a position in FIDU in Q4 2021 and held it in 1 quarter. The position peaked at $425K in Q4 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2022.

  • Axxcess Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,568 Fidelity MSCI Industrials Index ETF shares in Q1 2022, an estimated $425K.
  • Axxcess Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $425K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.