Investmark Advisory Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Investmark Advisory Group’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
2022 Q1	–	Sell	-460	Closed	-$25K	–	176
2021 Q4	$25K	Buy	+460	New	+$25.4K	0.02%	200

Other funds holding FIDU

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

Investmark Advisory Group's FIDU Position: Q1 2022 in Review

Investmark Advisory Group sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2022, closing a stake of 460 shares — an estimated $25K sold.

Investmark Advisory Group first reported a position in FIDU in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2022.

Investmark Advisory Group reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 460 Fidelity MSCI Industrials Index ETF shares in Q1 2022, an estimated $25K.
Investmark Advisory Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Fidelity MSCI Industrials Index ETF position peaked at $25K in Q4 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.