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Graham Capital Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Graham Capital Wealth 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
Q2 		– Sell
-1,014
Closed -$536K – 78
2023
Q1 		$536K Buy
+1,014
New +$53.4K 0.08% 108

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FSC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graham Capital Wealth Management's FIDU Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2023, closing a stake of 1,014 shares — an estimated $536K sold.

Graham Capital Wealth Management first reported a position in FIDU in Q1 2023 and held it in 1 quarter. The position peaked at $536K in Q1 2023. 128 funds tracked by Wall St. Rank hold FIDU as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 1,014 Fidelity MSCI Industrials Index ETF shares in Q2 2023, an estimated $536K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Fidelity MSCI Industrials Index ETF position peaked at $536K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.