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Cary Street Partners Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cary Street Partners Asset Management’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
2024
Q3 		$272K Buy
+3,078
New +$255K 0.04% 188

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cary Street Partners Asset Management's FDIS Position: Q3 2024 in Review

Cary Street Partners Asset Management opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024: 3,078 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

198 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

  • Cary Street Partners Asset Management held 3,078 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $272K as of Q3 2024.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new Cary Street Partners Asset Management position in Q3 2024.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.04% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #188 holding.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.