BOK Financial Private Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

BOK Financial Private Wealth’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 Q1	–	Sell	-70	Closed	-$4.29K	–	492
2023 Q4	$4.29K	Buy	+70	New	+$3.92K	﹤0.01%	407
2022 Q1	–	Sell	-5,413	Closed	-$304K	–	319
2021 Q4	$304K	Buy	+5,413	New	+$299K	0.02%	223
2020 Q2	–	Sell	-40,835	Closed	-$1.24M	–	173
2020 Q1	$1.24M	Buy	40,835 +32,424	+385%	+$1.26M	0.15%	94
2019 Q4	$354K	Buy	+8,411	New	+$345K	0.03%	144

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

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

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BOK Financial Private Wealth's FIDU Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2024, closing a stake of 70 shares — an estimated $4.29K sold.

BOK Financial Private Wealth first reported a position in FIDU in Q4 2019 and held it in 4 quarters. The position peaked at $1.24M in Q1 2020. 143 funds tracked by Wall St. Rank hold FIDU as of Q1 2024.

BOK Financial Private Wealth reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 70 Fidelity MSCI Industrials Index ETF shares in Q1 2024, an estimated $4.29K.
BOK Financial Private Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and held it in 4 quarters.
BOK Financial Private Wealth's Fidelity MSCI Industrials Index ETF position peaked at $1.24M in Q1 2020.
143 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.