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Cahill Financial Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-515
Closed -$41K – 412
2021
Q3 		$41K Buy
+515
New +$42.2K 0.01% 359

Other funds holding FDIS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cahill Financial Advisors's FDIS Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2021, closing a stake of 515 shares — an estimated $41K sold.

Cahill Financial Advisors first reported a position in FDIS in Q3 2021 and held it in 1 quarter. The position peaked at $41K in Q3 2021. 202 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 515 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $41K.
  • Cahill Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $41K in Q3 2021.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.