GWM
FDIS icon

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

Grand 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
2024
Q1 		– Sell
-357
Closed -$28.2K – 75
2023
Q4 		$28.2K Hold
357
– – 0.02% 64
2023
Q3 		$24.9K Sell
357
-1
-0.3% -$73 0.02% 57
2023
Q2 		$26.2K Buy
+358
New +$23.9K 0.02% 54

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Grand Wealth Management's FDIS Position: Q1 2024 in Review

Grand Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 357 shares — an estimated $28.2K sold.

Grand Wealth Management first reported a position in FDIS in Q2 2023 and held it in 3 quarters. The position peaked at $28.2K in Q4 2023. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

  • Grand Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
  • Grand Wealth Management sold 357 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $28.2K.
  • Grand Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2023 and held it in 3 quarters.
  • Grand Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $28.2K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Grand Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.