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

Baystate 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 Q4	$4.18K	Buy	53 +1	+2%	+$72	﹤0.01%	928
2023 Q3	$3.7K	Hold	52	–	–	﹤0.01%	724
2023 Q2	$3.87K	Hold	52	–	–	﹤0.01%	747
2023 Q1	$3.45K	Hold	52	–	–	﹤0.01%	744
2022 Q4	$3K	Hold	52	–	–	﹤0.01%	732
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	697
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	709
2022 Q1	$4K	Hold	52	–	–	﹤0.01%	673
2021 Q4	$5K	Buy	+52	New	+$4.53K	﹤0.01%	646

Other funds holding FDIS

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Baystate Wealth Management's FDIS Position: Q4 2023 in Review

Baystate Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1.9% in Q4 2023, buying an estimated $72 and bringing the position to 53 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Baystate Wealth Management first reported a position in FDIS in Q4 2021 and has held it in 9 quarters since. The position peaked at $5K in Q4 2021. 193 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

Baystate Wealth Management held 53 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.18K as of Q4 2023.
Baystate Wealth Management bought 1 Fidelity MSCI Consumer Discretionary Index ETF share in Q4 2023, an estimated $72.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #928 holding.
Baystate Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $5K in Q4 2021.
193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.