Farmers & Merchants Trust Co of Chambersburg PA’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	-25	Closed	-$2K	–	452
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	408
2023 Q3	$2K	Hold	25	–	–	﹤0.01%	355
2023 Q2	$2K	Hold	25	–	–	﹤0.01%	370
2023 Q1	$2K	Hold	25	–	–	﹤0.01%	341
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	350
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	304
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	348
2022 Q1	$2K	Sell	25 -420	-94%	-$33.1K	﹤0.01%	298
2021 Q4	$39K	Hold	445	–	–	0.03%	196
2021 Q3	$36K	Hold	445	–	–	0.03%	196
2021 Q2	$36K	Buy	445 +400	+889%	+$31.7K	0.02%	200
2021 Q1	$3K	Buy	+45	New	+$3.38K	﹤0.01%	281

Other funds holding FDIS

Charles Schwab San Francisco, California $654B AUM 26.35% 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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's FDIS Position: Q1 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 25 shares — an estimated $2K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in FDIS in Q1 2021 and held it in 12 quarters. The position peaked at $39K in Q4 2021. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 25 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $2K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 12 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $39K in Q4 2021.
186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2024, filed 26 Apr 2024.