Foresight Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Foresight Wealth Management’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
2020 Q2	–	Sell	-5,600	Closed	-$211K	–	112
2020 Q1	$211K	Hold	5,600	–	–	0.15%	84
2019 Q4	$270K	Hold	5,600	–	–	0.17%	77
2019 Q3	$256K	Hold	5,600	–	–	0.18%	80
2019 Q2	$256K	Buy	+5,600	New	+$252K	0.19%	81

Other funds holding FDIS

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Foresight Wealth Management's FDIS Position: Q2 2020 in Review

Foresight Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2020, closing a stake of 5,600 shares — an estimated $211K sold.

Foresight Wealth Management first reported a position in FDIS in Q2 2019 and held it in 4 quarters. The position peaked at $270K in Q4 2019. 110 funds tracked by Wall St. Rank hold FDIS as of Q2 2020.

Foresight Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2020 after selling out during the quarter.
Foresight Wealth Management sold 5,600 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2020, an estimated $211K.
Foresight Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and held it in 4 quarters.
Foresight Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $270K in Q4 2019.
110 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2020.

Based on Foresight Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.