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Clear Perspectives Financial Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-2,150
Closed -$94K – 244
2022
Q3 		$94K Buy
+2,150
New +$104K 0.05% 62

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clear Perspectives Financial Planning's FIDU Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2022, closing a stake of 2,150 shares — an estimated $94K sold.

Clear Perspectives Financial Planning first reported a position in FIDU in Q3 2022 and held it in 1 quarter. The position peaked at $94K in Q3 2022. 122 funds tracked by Wall St. Rank hold FIDU as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 2,150 Fidelity MSCI Industrials Index ETF shares in Q4 2022, an estimated $94K.
  • Clear Perspectives Financial Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Fidelity MSCI Industrials Index ETF position peaked at $94K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.