Empirical Asset Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Empirical Asset Management’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
2023 Q4	–	Sell	-2,900	Closed	-$203K	–	189
2023 Q3	$203K	Buy	+2,900	New	+$213K	0.18%	157

Other funds holding FDIS

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

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

AWM

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

MFG

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

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

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

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Empirical Asset Management's FDIS Position: Q4 2023 in Review

Empirical Asset Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2023, closing a stake of 2,900 shares — an estimated $203K sold.

Empirical Asset Management first reported a position in FDIS in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 193 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

Empirical Asset Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2023 after selling out during the quarter.
Empirical Asset Management sold 2,900 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2023, an estimated $203K.
Empirical Asset Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and held it in 1 quarter.
Empirical Asset Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $203K in Q3 2023.
193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Empirical Asset Management's 13F filing for Q4 2023, filed 12 Jan 2024.