IBEX Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

IBEX Wealth Advisors’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 Q4	–	Sell	-94	Closed	-$8K	–	265
2021 Q3	$8K	Buy	+94	New	+$7.7K	﹤0.01%	366
2019 Q3	–	Sell	-92	Closed	-$4K	–	171
2019 Q2	$4K	Buy	+92	New	+$4.14K	﹤0.01%	361

Other funds holding FDIS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IBEX Wealth Advisors's FDIS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2021, closing a stake of 94 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in FDIS in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 201 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

IBEX Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 94 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $8K.
IBEX Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $8K in Q3 2021.
201 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.