IRAG
FDIS icon

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

Investment Research & 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
2024
Q1 		– Sell
-39
Closed -$3.08K – 214
2023
Q4 		$3.08K Buy
+39
New +$2.82K ﹤0.01% 180

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Research & Advisory Group's FDIS Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 39 shares — an estimated $3.08K sold.

Investment Research & Advisory Group first reported a position in FDIS in Q4 2023 and held it in 1 quarter. The position peaked at $3.08K in Q4 2023. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 39 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $3.08K.
  • Investment Research & Advisory Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.08K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.