Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CSB
City State Bank’s
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
Stock Holding History
City State Bank’s Portfolio
FDIS Stock Details
FDIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-100
Closed
-$7K
–
712
2023
Q1
$7K
Hold
100
–
–
﹤0.01%
520
2022
Q4
$6K
Hold
100
–
–
﹤0.01%
509
2022
Q3
$6K
Hold
100
–
–
﹤0.01%
503
2022
Q2
$6K
Hold
100
–
–
﹤0.01%
506
2022
Q1
$8K
Buy
+100
New
+$7.89K
﹤0.01%
498
Other funds holding FDIS
Lido Advisors
Los Angeles, California
$32.7B AUM
19.2%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BCM
Beaumont Capital Management
Boston, Massachusetts
$81M AUM
17.14%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
AWM
Aprio Wealth Management
Atlanta, Georgia
$1.83B AUM
18.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close