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Cary Street Partners Investment Advisory’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Cary Street Partners Investment Advisory’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
Q3 		– Sell
-1,300
Closed -$73.9K – 1883
2023
Q2 		$73.9K Buy
+1,300
New +$68.9K ﹤0.01% 723

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Northwestern Mutual Wealth Management
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
Commonwealth Equity Services
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
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's FIDU Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 1,300 shares — an estimated $73.9K sold.

Cary Street Partners Investment Advisory first reported a position in FIDU in Q2 2023 and held it in 1 quarter. The position peaked at $73.9K in Q2 2023. 134 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,300 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $73.9K.
  • Cary Street Partners Investment Advisory first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Fidelity MSCI Industrials Index ETF position peaked at $73.9K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.