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Capital Analysts LLC’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-244
Closed -$17K – 1134
2023
Q3 		$17K Buy
+244
New +$17.9K ﹤0.01% 796

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Capital Analysts LLC's FDIS Position: Q4 2023 in Review

Capital Analysts LLC sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2023, closing a stake of 244 shares — an estimated $17K sold.

Capital Analysts LLC first reported a position in FDIS in Q3 2023 and held it in 1 quarter. The position peaked at $17K in Q3 2023. 193 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

  • Capital Analysts LLC reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 244 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2023, an estimated $17K.
  • Capital Analysts LLC first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $17K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.