D'Orazio & Associates’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

D'Orazio & Associates’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 Q1	–	Sell	-6,600	Closed	-$335K	–	147
2022 Q4	$335K	Hold	6,600	–	–	0.08%	98
2022 Q3	$288K	Hold	6,600	–	–	0.08%	94
2022 Q2	$298K	Hold	6,600	–	–	0.08%	87
2022 Q1	$355K	Hold	6,600	–	–	0.09%	72
2021 Q4	$371K	Hold	6,600	–	–	0.09%	66
2021 Q3	$342K	Hold	6,600	–	–	0.08%	62
2021 Q2	$358K	Hold	6,600	–	–	0.09%	59
2021 Q1	$344K	Hold	6,600	–	–	0.1%	58
2020 Q4	$310K	Hold	6,600	–	–	0.1%	58
2020 Q3	$265K	Hold	6,600	–	–	0.11%	54
2020 Q2	$237K	Hold	6,600	–	–	0.1%	57
2020 Q1	$201K	Hold	6,600	–	–	0.1%	58
2019 Q4	$277K	Hold	6,600	–	–	0.08%	57
2019 Q3	$263K	Hold	6,600	–	–	0.08%	56
2019 Q2	$262K	Hold	6,600	–	–	0.08%	55
2019 Q1	$252K	Hold	6,600	–	–	0.07%	53
2018 Q4	$216K	Hold	6,600	–	–	0.07%	51
2018 Q3	$265K	Hold	6,600	–	–	0.1%	48
2018 Q2	$245K	Buy	+6,600	New	+$251K	0.09%	47

Other funds holding FIDU

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

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

AWM

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCS

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

D'Orazio & Associates's FIDU Position: Q1 2023 in Review

D'Orazio & Associates sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2023, closing a stake of 6,600 shares — an estimated $335K sold.

D'Orazio & Associates first reported a position in FIDU in Q2 2018 and held it in 19 quarters. The position peaked at $371K in Q4 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2023.

D'Orazio & Associates reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2023 after selling out during the quarter.
D'Orazio & Associates sold 6,600 Fidelity MSCI Industrials Index ETF shares in Q1 2023, an estimated $335K.
D'Orazio & Associates first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 19 quarters.
D'Orazio & Associates's Fidelity MSCI Industrials Index ETF position peaked at $371K in Q4 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2023.

Based on D'Orazio & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.