Baker Avenue Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Baker Avenue Asset 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	-264	Closed	-$15K	–	1661
2022 Q4	$15K	Buy	+264	New	+$16K	﹤0.01%	660

Other funds holding FDIS

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

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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Baker Avenue Asset Management's FDIS Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2023, closing a stake of 264 shares — an estimated $15K sold.

Baker Avenue Asset Management first reported a position in FDIS in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 146 funds tracked by Wall St. Rank hold FDIS as of Q1 2023.

Baker Avenue Asset Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 264 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2023, an estimated $15K.
Baker Avenue Asset Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2022 and held it in 1 quarter.
Baker Avenue Asset Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $15K in Q4 2022.
146 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.