IP
FIDU icon

Investment Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Investment Partners’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
2021
Q3 		– Sell
-5,746
Closed -$312K – 162
2021
Q2 		$312K Sell
5,746
-238
-4% -$12.9K 0.14% 123
2021
Q1 		$312K Buy
5,984
+120
+2% +$5.89K 0.15% 116
2020
Q4 		$276K Buy
+5,864
New +$259K 0.15% 121

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Partners's FIDU Position: Q3 2021 in Review

Investment Partners sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2021, closing a stake of 5,746 shares — an estimated $312K sold.

Investment Partners first reported a position in FIDU in Q4 2020 and held it in 3 quarters. The position peaked at $312K in Q2 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

  • Investment Partners reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Partners sold 5,746 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $312K.
  • Investment Partners first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and held it in 3 quarters.
  • Investment Partners's Fidelity MSCI Industrials Index ETF position peaked at $312K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Investment Partners's 13F filing for Q3 2021, filed 13 Oct 2021.