BDO Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

BDO Wealth Advisors’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 Q4	–	Sell	-99	Closed	-$6K	–	1037
2022 Q3	$6K	Hold	99	–	–	﹤0.01%	789
2022 Q2	$6K	Hold	99	–	–	﹤0.01%	759
2022 Q1	$8K	Hold	99	–	–	﹤0.01%	764
2021 Q4	$9K	Hold	99	–	–	﹤0.01%	739
2021 Q3	$8K	Hold	99	–	–	﹤0.01%	760
2021 Q2	$8K	Hold	99	–	–	﹤0.01%	790
2021 Q1	$8K	Hold	99	–	–	﹤0.01%	771
2020 Q4	$7K	Buy	+99	New	+$6.57K	﹤0.01%	589

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MFG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BDO Wealth Advisors's FDIS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2022, closing a stake of 99 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in FDIS in Q4 2020 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q4 2022.

BDO Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 99 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2022, an estimated $6K.
BDO Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 8 quarters.
BDO Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9K in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.