HM Payson & Co’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

HM Payson & Co’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	-50	Closed	-$2.65K	–	1028
2023 Q1	$2.65K	Hold	50	–	–	﹤0.01%	902
2022 Q4	$2.54K	Hold	50	–	–	﹤0.01%	846
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	913
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	956
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	945
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	989
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	948
2021 Q2	$3K	Sell	50 -50	-50%	-$2.71K	﹤0.01%	945
2021 Q1	$5K	Buy	+100	New	+$4.91K	﹤0.01%	944

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return