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 $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HM Payson & Co's FIDU Position: Q2 2023 in Review

HM Payson & Co sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2023, closing a stake of 50 shares — an estimated $2.65K sold.

HM Payson & Co first reported a position in FIDU in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q1 2021. 128 funds tracked by Wall St. Rank hold FIDU as of Q2 2023.

HM Payson & Co reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2023 after selling out during the quarter.
HM Payson & Co sold 50 Fidelity MSCI Industrials Index ETF shares in Q2 2023, an estimated $2.65K.
HM Payson & Co first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and held it in 9 quarters.
HM Payson & Co's Fidelity MSCI Industrials Index ETF position peaked at $5K in Q1 2021.
128 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2023.

Based on HM Payson & Co's 13F filing for Q2 2023, filed 17 Jul 2023.