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Concord Wealth Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-451
Closed -$24.4K – 885
2023
Q3 		$24.4K Hold
451
– – 0.01% 481
2023
Q2 		$25.6K Hold
451
– – 0.01% 467
2023
Q1 		$23.9K Hold
451
– – 0.01% 463
2022
Q4 		$22.9K Buy
+451
New +$22.4K 0.01% 502

Other funds holding FIDU

Lido Advisors
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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 $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concord Wealth Partners's FIDU Position: Q4 2023 in Review

Concord Wealth Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2023, closing a stake of 451 shares — an estimated $24.4K sold.

Concord Wealth Partners first reported a position in FIDU in Q4 2022 and held it in 4 quarters. The position peaked at $25.6K in Q2 2023. 144 funds tracked by Wall St. Rank hold FIDU as of Q4 2023.

  • Concord Wealth Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 451 Fidelity MSCI Industrials Index ETF shares in Q4 2023, an estimated $24.4K.
  • Concord Wealth Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Fidelity MSCI Industrials Index ETF position peaked at $25.6K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.