Destiny Wealth Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Destiny Wealth Partners’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-105,986	Closed	-$8.74M	–	159
2024 Q1	$8.74M	Sell	105,986 -8,316	-7%	-$658K	1.57%	26
2023 Q4	$8.68M	Buy	+114,302	New	+$8.26M	1.63%	25
2022 Q3	–	Sell	-37	Closed	-$2K	–	588
2022 Q2	$2K	Hold	37	–	–	﹤0.01%	563
2022 Q1	$3K	Sell	37 -50,418	-100%	-$3.98M	﹤0.01%	480
2021 Q4	$4.45M	Buy	+50,455	New	+$4.39M	0.86%	45

Other funds holding FDIS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Destiny Wealth Partners's FDIS Position: Q2 2024 in Review

Destiny Wealth Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2024, closing a stake of 105,986 shares — an estimated $8.74M sold.

Destiny Wealth Partners first reported a position in FDIS in Q4 2021 and held it in 5 quarters. The position peaked at $8.74M in Q1 2024. 188 funds tracked by Wall St. Rank hold FDIS as of Q2 2024.

Destiny Wealth Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2024 after selling out during the quarter.
Destiny Wealth Partners sold 105,986 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2024, an estimated $8.74M.
Destiny Wealth Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $8.74M in Q1 2024.
188 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2024.

Based on Destiny Wealth Partners's 13F filing for Q2 2024, filed 25 Jul 2024.