Baldwin Wealth Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Baldwin Wealth Partners’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
2022 Q2	–	Sell	-65	Closed	-$5K	–	692
2022 Q1	$5K	Hold	65	–	–	﹤0.01%	587
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	539
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	568
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	579
2021 Q1	$5K	Buy	+65	New	+$4.88K	﹤0.01%	557

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

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

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Baldwin Wealth Partners's FDIS Position: Q2 2022 in Review

Baldwin Wealth Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 65 shares — an estimated $5K sold.

Baldwin Wealth Partners first reported a position in FDIS in Q1 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

Baldwin Wealth Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 65 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $5K.
Baldwin Wealth Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 5 quarters.
Baldwin Wealth Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $6K in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Baldwin Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.