Beacon Capital Management LLC (Tennessee)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-78	Closed	-$4.44K	–	1005
2023 Q3	$4.44K	Hold	78	–	–	﹤0.01%	722
2023 Q2	$4.44K	Hold	78	–	–	﹤0.01%	722
2023 Q1	$4.13K	Hold	78	–	–	﹤0.01%	668
2022 Q4	$3.96K	Sell	78 -11	-12%	-$545	﹤0.01%	689
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	629
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	642
2022 Q1	$5K	Buy	+89	New	+$4.73K	﹤0.01%	642

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s FIDU Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2023, closing a stake of 78 shares — an estimated $4.44K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FIDU in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 144 funds tracked by Wall St. Rank hold FIDU as of Q4 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 78 Fidelity MSCI Industrials Index ETF shares in Q4 2023, an estimated $4.44K.
Beacon Capital Management LLC (Tennessee) first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and held it in 7 quarters.
Beacon Capital Management LLC (Tennessee)'s Fidelity MSCI Industrials Index ETF position peaked at $5K in Q2 2022.
144 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.