Belpointe Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-103	Closed	-$6.75K	–	1481
2023 Q1	$6.75K	Hold	103	–	–	﹤0.01%	2900
2022 Q4	$5.84K	Buy	+103	New	+$6.25K	﹤0.01%	2869

Other funds holding FDIS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AWM

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Belpointe Asset Management's FDIS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2023, closing a stake of 103 shares — an estimated $6.75K sold.

Belpointe Asset Management first reported a position in FDIS in Q4 2022 and held it in 2 quarters. The position peaked at $6.75K in Q1 2023. 161 funds tracked by Wall St. Rank hold FDIS as of Q2 2023.

Belpointe Asset Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 103 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2023, an estimated $6.75K.
Belpointe Asset Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $6.75K in Q1 2023.
161 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.