Charter Oak Capital Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Charter Oak Capital Management’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
2022 Q1	–	Sell	-841	Closed	-$47K	–	984
2021 Q4	$47K	Buy	841 +246	+41%	+$13.6K	0.01%	360
2021 Q3	$31K	Buy	+595	New	+$32.2K	﹤0.01%	391

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $672B AUM 33.48% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Charter Oak Capital Management's FIDU Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2022, closing a stake of 841 shares — an estimated $47K sold.

Charter Oak Capital Management first reported a position in FIDU in Q3 2021 and held it in 2 quarters. The position peaked at $47K in Q4 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2022.

Charter Oak Capital Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2022 after selling out during the quarter.
Charter Oak Capital Management sold 841 Fidelity MSCI Industrials Index ETF shares in Q1 2022, an estimated $47K.
Charter Oak Capital Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2021 and held it in 2 quarters.
Charter Oak Capital Management's Fidelity MSCI Industrials Index ETF position peaked at $47K in Q4 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.