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Belmont Capital’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Belmont Capital’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
2024
Q2 		– Sell
-786
Closed -$53.3K – 211
2024
Q1 		$53.3K Buy
786
+2
+0.3% +$126 0.01% 126
2023
Q4 		$48K Hold
784
– – 0.02% 111
2023
Q3 		$42.4K Hold
784
– – 0.02% 110
2023
Q2 		$44.6K Buy
+784
New +$41.5K 0.03% 72

Other funds holding FIDU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belmont Capital's FIDU Position: Q2 2024 in Review

Belmont Capital sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2024, closing a stake of 786 shares — an estimated $53.3K sold.

Belmont Capital first reported a position in FIDU in Q2 2023 and held it in 4 quarters. The position peaked at $53.3K in Q1 2024. 149 funds tracked by Wall St. Rank hold FIDU as of Q2 2024.

  • Belmont Capital reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2024 after selling out during the quarter.
  • Belmont Capital sold 786 Fidelity MSCI Industrials Index ETF shares in Q2 2024, an estimated $53.3K.
  • Belmont Capital first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and held it in 4 quarters.
  • Belmont Capital's Fidelity MSCI Industrials Index ETF position peaked at $53.3K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2024.

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