Capital Investment Counsel Inc’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Capital Investment Counsel Inc’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
2023 Q4	–	Sell	-451	Closed	-$24.4K	–	220
2023 Q3	$24.4K	Buy	+451	New	+$25.6K	﹤0.01%	194
2022 Q3	–	Sell	-451	Closed	-$20K	–	166
2022 Q2	$20K	Hold	451	–	–	0.01%	189
2022 Q1	$24K	Buy	+451	New	+$24K	0.01%	198
2021 Q4	–	Sell	-451	Closed	-$23K	–	191
2021 Q3	$23K	Hold	451	–	–	0.01%	181
2021 Q2	$24K	Hold	451	–	–	0.01%	188
2021 Q1	$23K	Hold	451	–	–	0.01%	183
2020 Q4	$21K	Hold	451	–	–	0.01%	169
2020 Q3	$18K	Hold	451	–	–	0.01%	172
2020 Q2	$16K	Hold	451	–	–	0.01%	158
2020 Q1	$14K	Buy	+451	New	+$17.5K	0.01%	159

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FSC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Investment Counsel Inc's FIDU Position: Q4 2023 in Review

Capital Investment Counsel Inc sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2023, closing a stake of 451 shares — an estimated $24.4K sold.

Capital Investment Counsel Inc first reported a position in FIDU in Q1 2020 and held it in 10 quarters. The position peaked at $24.4K in Q3 2023. 144 funds tracked by Wall St. Rank hold FIDU as of Q4 2023.

Capital Investment Counsel Inc reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2023 after selling out during the quarter.
Capital Investment Counsel Inc sold 451 Fidelity MSCI Industrials Index ETF shares in Q4 2023, an estimated $24.4K.
Capital Investment Counsel Inc first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and held it in 10 quarters.
Capital Investment Counsel Inc's Fidelity MSCI Industrials Index ETF position peaked at $24.4K in Q3 2023.
144 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2023.

Based on Capital Investment Counsel Inc's 13F filing for Q4 2023, filed 5 Feb 2024.