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EverSource Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

EverSource Wealth Advisors’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
Q3 		– Sell
-96
Closed -$8.02K – 3060
2024
Q2 		$8.02K Buy
+96
New +$7.63K ﹤0.01% 1980

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EverSource Wealth Advisors's FDIS Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024, closing a stake of 96 shares — an estimated $8.02K sold.

EverSource Wealth Advisors first reported a position in FDIS in Q2 2024 and held it in 1 quarter. The position peaked at $8.02K in Q2 2024. 199 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 96 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2024, an estimated $8.02K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $8.02K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.