IronBridge Private Wealth’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-1,837	Closed	-$162K	–	120
2021 Q4	$162K	Buy	1,837 +1,791	+3,893%	+$156K	0.08%	38
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	224
2021 Q2	$4K	Hold	46	–	–	﹤0.01%	229
2021 Q1	$4K	Hold	46	–	–	﹤0.01%	231
2020 Q4	$3K	Buy	+46	New	+$3.05K	﹤0.01%	224

Other funds holding FDIS

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

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

IronBridge Private Wealth's FDIS Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2022, closing a stake of 1,837 shares — an estimated $162K sold.

IronBridge Private Wealth first reported a position in FDIS in Q4 2020 and held it in 5 quarters. The position peaked at $162K in Q4 2021. 182 funds tracked by Wall St. Rank hold FDIS as of Q1 2022.

IronBridge Private Wealth reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 1,837 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2022, an estimated $162K.
IronBridge Private Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $162K in Q4 2021.
182 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.