Gradient Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Gradient Investments’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 Q3	–	Sell	-623	Closed	-$50.5K	–	641
2024 Q2	$50.5K	Buy	+623	New	+$49.5K	﹤0.01%	497
2023 Q3	–	Sell	-20	Closed	-$1.47K	–	1842
2023 Q2	$1.47K	Buy	+20	New	+$1.33K	﹤0.01%	1245
2022 Q3	–	Sell	-97	Closed	-$6K	–	1397
2022 Q2	$6K	Sell	97 -32	-25%	-$2.16K	﹤0.01%	871
2022 Q1	$10K	Sell	129 -1,392	-92%	-$110K	﹤0.01%	770
2021 Q4	$134K	Sell	1,521 -140	-8%	-$12.2K	﹤0.01%	327
2021 Q3	$133K	Buy	1,661 +36	+2%	+$2.95K	﹤0.01%	330
2021 Q2	$132K	Sell	1,625 -149	-8%	-$11.8K	﹤0.01%	330
2021 Q1	$135K	Buy	+1,774	New	+$133K	﹤0.01%	323

Other funds holding FDIS

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Gradient Investments's FDIS Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024, closing a stake of 623 shares — an estimated $50.5K sold.

Gradient Investments first reported a position in FDIS in Q1 2021 and held it in 8 quarters. The position peaked at $135K in Q1 2021. 199 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

Gradient Investments reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 623 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2024, an estimated $50.5K.
Gradient Investments first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 8 quarters.
Gradient Investments's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $135K in Q1 2021.
199 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.