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

Beaird Harris 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
2024 Q3	–	Sell	-47	Closed	-$3.79K	–	585
2024 Q2	$3.79K	Hold	47	–	–	﹤0.01%	473
2024 Q1	$3.85K	Hold	47	–	–	﹤0.01%	416
2023 Q4	$3.68K	Hold	47	–	–	﹤0.01%	410
2023 Q3	$3.25K	Sell	47 -11	-19%	-$808	﹤0.01%	333
2023 Q2	$4.22K	Buy	58 +1	+2%	+$67	﹤0.01%	334
2023 Q1	$3.76K	Buy	57 +27	+90%	+$1.7K	﹤0.01%	337
2022 Q4	$1.72K	Hold	30	–	–	﹤0.01%	602
2022 Q3	$2K	Buy	+30	New	+$2.01K	﹤0.01%	400
2022 Q2	–	Sell	-30	Closed	-$2K	–	474
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	517
2021 Q4	$3K	Buy	+30	New	+$2.61K	﹤0.01%	529

Other funds holding FDIS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AWM

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Beaird Harris Wealth Management's FDIS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024, closing a stake of 47 shares — an estimated $3.79K sold.

Beaird Harris Wealth Management first reported a position in FDIS in Q4 2021 and held it in 10 quarters. The position peaked at $4.22K in Q2 2023. 199 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 47 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2024, an estimated $3.79K.
Beaird Harris Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4.22K in Q2 2023.
199 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.