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Freedom Investment Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Freedom Investment 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
2023
Q4 		– Sell
-18,016
Closed -$1.26M – 760
2023
Q3 		$1.26M Sell
18,016
-832
-4% -$61.1K 0.15% 156
2023
Q2 		$1.38M Buy
+18,848
New +$1.26M 0.16% 158

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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Freedom Investment Management's FDIS Position: Q4 2023 in Review

Freedom Investment Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2023, closing a stake of 18,016 shares — an estimated $1.26M sold.

Freedom Investment Management first reported a position in FDIS in Q2 2023 and held it in 2 quarters. The position peaked at $1.38M in Q2 2023. 193 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

  • Freedom Investment Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 18,016 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2023, an estimated $1.26M.
  • Freedom Investment Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2023 and held it in 2 quarters.
  • Freedom Investment Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.38M in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.