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Grandfield & Dodd’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Grandfield & Dodd’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
2021
Q3 		– Sell
-2,799
Closed -$230K – 209
2021
Q2 		$230K Hold
2,799
– – 0.02% 191
2021
Q1 		$210K Buy
+2,799
New +$210K 0.02% 192

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Grandfield & Dodd's FDIS Position: Q3 2021 in Review

Grandfield & Dodd sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2021, closing a stake of 2,799 shares — an estimated $230K sold.

Grandfield & Dodd first reported a position in FDIS in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 169 funds tracked by Wall St. Rank hold FDIS as of Q3 2021.

  • Grandfield & Dodd reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2021 after selling out during the quarter.
  • Grandfield & Dodd sold 2,799 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2021, an estimated $230K.
  • Grandfield & Dodd first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 2 quarters.
  • Grandfield & Dodd's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $230K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2021.

Based on Grandfield & Dodd's 13F filing for Q3 2021, filed 28 Oct 2021.