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Fairfield, Bush & Co’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Fairfield, Bush & Co’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
Q1 		– Sell
-200
Closed -$15.8K – 227
2023
Q4 		$15.8K Buy
+200
New +$14.4K 0.01% 267

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fairfield, Bush & Co's FDIS Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 200 shares — an estimated $15.8K sold.

Fairfield, Bush & Co first reported a position in FDIS in Q4 2023 and held it in 1 quarter. The position peaked at $15.8K in Q4 2023. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 200 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $15.8K.
  • Fairfield, Bush & Co first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 1 quarter.
  • Fairfield, Bush & Co's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $15.8K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.