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

Belmont Capital’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
Q2 		– Sell
-658
Closed -$54.3K – 209
2024
Q1 		$54.3K Buy
658
+1
+0.2% +$79 0.01% 125
2023
Q4 		$51.9K Hold
657
– – 0.02% 109
2023
Q3 		$45.9K Hold
657
– – 0.02% 109
2023
Q2 		$48.2K Buy
+657
New +$43.9K 0.03% 70

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Belmont Capital's FDIS Position: Q2 2024 in Review

Belmont Capital sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2024, closing a stake of 658 shares — an estimated $54.3K sold.

Belmont Capital first reported a position in FDIS in Q2 2023 and held it in 4 quarters. The position peaked at $54.3K in Q1 2024. 188 funds tracked by Wall St. Rank hold FDIS as of Q2 2024.

  • Belmont Capital reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2024 after selling out during the quarter.
  • Belmont Capital sold 658 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2024, an estimated $54.3K.
  • Belmont Capital first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2023 and held it in 4 quarters.
  • Belmont Capital's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $54.3K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2024.

Based on Belmont Capital's 13F filing for Q2 2024, filed 13 Aug 2024.