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Great Lakes Retirement’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Great Lakes Retirement’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
-380
Closed -$30.8K – 348
2024
Q2 		$30.8K Buy
+380
New +$30.2K ﹤0.01% 356

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Great Lakes Retirement's FDIS Position: Q3 2024 in Review

Great Lakes Retirement sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024, closing a stake of 380 shares — an estimated $30.8K sold.

Great Lakes Retirement first reported a position in FDIS in Q2 2024 and held it in 1 quarter. The position peaked at $30.8K in Q2 2024. 199 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

  • Great Lakes Retirement reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 380 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2024, an estimated $30.8K.
  • Great Lakes Retirement first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $30.8K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.