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Investment Advisory Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Investment Advisory Group’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
2022
Q2 		– Sell
-6,115
Closed -$483K – 128
2022
Q1 		$483K Buy
+6,115
New +$482K 0.29% 71

Other funds holding FDIS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Investment Advisory Group's FDIS Position: Q2 2022 in Review

Investment Advisory Group sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 6,115 shares — an estimated $483K sold.

Investment Advisory Group first reported a position in FDIS in Q1 2022 and held it in 1 quarter. The position peaked at $483K in Q1 2022. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

  • Investment Advisory Group reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
  • Investment Advisory Group sold 6,115 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $483K.
  • Investment Advisory Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2022 and held it in 1 quarter.
  • Investment Advisory Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $483K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Investment Advisory Group's 13F filing for Q2 2022, filed 18 Jul 2022.