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Bartlett & Co’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bartlett & Co’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
Q4 		– Sell
-26
Closed -$2K – 1219
2023
Q3 		$2K Hold
26
– – ﹤0.01% 1067
2023
Q2 		$2K Buy
+26
New +$1.74K ﹤0.01% 1056

Other funds holding FDIS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Bartlett & Co's FDIS Position: Q4 2023 in Review

Bartlett & Co sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2023, closing a stake of 26 shares — an estimated $2K sold.

Bartlett & Co first reported a position in FDIS in Q2 2023 and held it in 2 quarters. The position peaked at $2K in Q3 2023. 192 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

  • Bartlett & Co reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co sold 26 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2023, an estimated $2K.
  • Bartlett & Co first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2023 and held it in 2 quarters.
  • Bartlett & Co's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.