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Beaumont Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Beaumont Capital 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
2025
Q2 		– Sell
-60,601
Closed -$5.12M – 51
2025
Q1 		$5.12M Buy
60,601
+3,798
+7% +$357K 3.77% 8
2024
Q4 		$5.54M Buy
56,803
+410
+0.7% +$38.4K 4.27% 10
2024
Q3 		$4.99M Buy
56,393
+6,474
+13% +$536K 3.66% 8
2024
Q2 		$4.04M Sell
49,919
-1,402
-3% -$111K 3.16% 12
2024
Q1 		$4.23M Sell
51,321
-5,584
-10% -$442K 3.11% 14
2023
Q4 		$4.49M Sell
56,905
-103,159
-64% -$7.45M 3.41% 9
2023
Q3 		$11.2M Sell
160,064
-4,062
-2% -$298K 8.06% 3
2023
Q2 		$12M Buy
+164,126
New +$11M 8.36% 3
2022
Q2 		– Sell
-3,126
Closed -$252K – 30
2022
Q1 		$252K Buy
3,126
+306
+11% +$24.1K 0.16% 36
2021
Q4 		$248K Buy
2,820
+276
+11% +$24K 0.14% 40
2021
Q3 		$204K Buy
+2,544
New +$209K 0.17% 31

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

Beaumont Capital Management's FDIS Position: Q2 2025 in Review

Beaumont Capital Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2025, closing a stake of 60,601 shares — an estimated $5.12M sold.

Beaumont Capital Management first reported a position in FDIS in Q3 2021 and held it in 11 quarters. The position peaked at $12M in Q2 2023. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Beaumont Capital Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 60,601 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $5.12M.
  • Beaumont Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2021 and held it in 11 quarters.
  • Beaumont Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $12M in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.