Fisher Asset Management
FIDU icon

Fisher Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Fisher Asset Management’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
2023
Q3 		– Sell
-4,321
Closed -$246K – 1205
2023
Q2 		$246K Buy
+4,321
New +$229K ﹤0.01% 987
2021
Q3 		– Sell
-5,766
Closed -$313K – 947
2021
Q2 		$313K Buy
+5,766
New +$312K ﹤0.01% 797

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AWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fisher Asset Management's FIDU Position: Q3 2023 in Review

Fisher Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2023, closing a stake of 4,321 shares — an estimated $246K sold.

Fisher Asset Management first reported a position in FIDU in Q2 2021 and held it in 2 quarters. The position peaked at $313K in Q2 2021. 133 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

  • Fisher Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2023 after selling out during the quarter.
  • Fisher Asset Management sold 4,321 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $246K.
  • Fisher Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2021 and held it in 2 quarters.
  • Fisher Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $313K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

Based on Fisher Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.