Enterprise Financial Services Corp (EFSC)’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-96,539	Closed	-$4.36M	–	154
2022 Q2	$4.36M	Buy	96,539 +6,591	+7%	+$322K	0.85%	28
2022 Q1	$4.84M	Sell	89,948 -2,789	-3%	-$148K	0.79%	33
2021 Q4	$5.21M	Buy	92,737 +1,702	+2%	+$94.2K	0.8%	31
2021 Q3	$4.72M	Buy	91,035 +67	+0.1%	+$3.63K	0.61%	39
2021 Q2	$4.93M	Buy	90,968 +2,679	+3%	+$145K	0.79%	32
2021 Q1	$4.6M	Sell	88,289 -7,079	-7%	-$347K	0.82%	29
2020 Q4	$4.48M	Sell	95,368 -1,260	-1%	-$55.7K	0.85%	29
2020 Q3	$3.88M	Sell	96,628 -5,477	-5%	-$214K	0.8%	29
2020 Q2	$3.67M	Buy	102,105 +87,369	+593%	+$2.94M	0.79%	28
2020 Q1	$449K	Buy	14,736 +2,763	+23%	+$107K	0.11%	116
2019 Q4	$503K	Buy	11,973 +11,803	+6,943%	+$485K	0.11%	132
2019 Q3	$6K	Hold	170	–	–	﹤0.01%	812
2019 Q2	$6K	Hold	170	–	–	﹤0.01%	853
2019 Q1	$6K	Buy	+170	New	+$6.27K	﹤0.01%	858

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s FIDU Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2022, closing a stake of 96,539 shares — an estimated $4.36M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FIDU in Q1 2019 and held it in 14 quarters. The position peaked at $5.21M in Q4 2021. 109 funds tracked by Wall St. Rank hold FIDU as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 96,539 Fidelity MSCI Industrials Index ETF shares in Q3 2022, an estimated $4.36M.
Enterprise Financial Services Corp (EFSC) first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s Fidelity MSCI Industrials Index ETF position peaked at $5.21M in Q4 2021.
109 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.