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Cary Street Partners Investment Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		– Sell
-1
Closed -$65 – 1760
2023
Q1 		$65 Buy
+1
New +$63 ﹤0.01% 1659

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BCM
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Fisher Asset Management
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AWM
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AWM
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Morgan Stanley
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Cary Street Partners Investment Advisory's FDIS Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2023, closing a stake of 1 share — an estimated $65 sold.

Cary Street Partners Investment Advisory first reported a position in FDIS in Q1 2023 and held it in 1 quarter. The position peaked at $65 in Q1 2023. 160 funds tracked by Wall St. Rank hold FDIS as of Q2 2023.

  • Cary Street Partners Investment Advisory reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1 Fidelity MSCI Consumer Discretionary Index ETF share in Q2 2023, an estimated $65.
  • Cary Street Partners Investment Advisory first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $65 in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.