Jim Simons
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Jim Simons’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Jim Simons’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
2025
Q2 		– Sell
-6,800
Closed -$575K – 3648
2025
Q1 		$575K Buy
6,800
+2,100
+45% +$197K ﹤0.01% 2684
2024
Q4 		$458K Buy
+4,700
New +$440K ﹤0.01% 2881
2024
Q3 		– Sell
-3,900
Closed -$316K – 3636
2024
Q2 		$316K Sell
3,900
-2,400
-38% -$191K ﹤0.01% 2890
2024
Q1 		$520K Buy
6,300
+2,100
+50% +$166K ﹤0.01% 2847
2023
Q4 		$332K Buy
+4,200
New +$303K ﹤0.01% 2947
2022
Q3 		– Sell
-9,100
Closed -$536K – 4126
2022
Q2 		$536K Buy
+9,100
New +$615K ﹤0.01% 3128
2022
Q1 		– Sell
-5,900
Closed -$521K – 4175
2021
Q4 		$521K Sell
5,900
-2,700
-31% -$235K ﹤0.01% 3053
2021
Q3 		$690K Buy
8,600
+880
+11% +$72.1K ﹤0.01% 2743
2021
Q2 		$626K Sell
7,720
-9,980
-56% -$790K ﹤0.01% 2871
2021
Q1 		$1.35M Sell
17,700
-700
-4% -$52.6K ﹤0.01% 2462
2020
Q4 		$1.32M Buy
18,400
+3,800
+26% +$252K ﹤0.01% 2359
2020
Q3 		$906K Buy
+14,600
New +$869K ﹤0.01% 2567

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 $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

Jim Simons's FDIS Position: Q2 2025 in Review

Jim Simons sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2025, closing a stake of 6,800 shares — an estimated $575K sold.

Jim Simons first reported a position in FDIS in Q3 2020 and held it in 12 quarters. The position peaked at $1.35M in Q1 2021. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Jim Simons reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 6,800 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $575K.
  • Jim Simons first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and held it in 12 quarters.
  • Jim Simons's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.35M in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.