Global Wealth Management Investment Advisory’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-42	Closed	-$2K	–	502
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	506
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	502
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	509
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	509
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	558
2019 Q1	$2K	Sell	42 -8	-16%	-$336	﹤0.01%	544
2018 Q4	$2K	Buy	+50	New	+$2.06K	﹤0.01%	577

Other funds holding FDIS

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

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

HCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

BFA

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

Global Wealth Management Investment Advisory's FDIS Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2020, closing a stake of 42 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in FDIS in Q4 2018 and held it in 7 quarters. The position peaked at $2K in Q2 2020. 121 funds tracked by Wall St. Rank hold FDIS as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 42 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2020, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2K in Q2 2020.
121 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.