Cambridge Trust’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cambridge Trust’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 Q1	–	Sell	-50	Closed	-$3K	–	773
2022 Q4	$3K	Hold	50	–	–	﹤0.01%	745
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	748
2022 Q2	$3K	Buy	+50	New	+$3.38K	﹤0.01%	779

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

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

AWM

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Cambridge Trust's FDIS Position: Q1 2023 in Review

Cambridge Trust sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2023, closing a stake of 50 shares — an estimated $3K sold.

Cambridge Trust first reported a position in FDIS in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q4 2022. 146 funds tracked by Wall St. Rank hold FDIS as of Q1 2023.

Cambridge Trust reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Trust sold 50 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2023, an estimated $3K.
Cambridge Trust first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2022 and held it in 3 quarters.
Cambridge Trust's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3K in Q4 2022.
146 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.