Kings Point Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Kings Point Capital Management’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	$201K	Hold	2,546	–	–	0.02%	202
2021 Q4	$225K	Sell	2,546 -454	-15%	-$39.5K	0.02%	216
2021 Q3	$241K	Hold	3,000	–	–	0.02%	194
2021 Q2	$243K	Hold	3,000	–	–	0.02%	199
2021 Q1	$229K	Hold	3,000	–	–	0.02%	192
2020 Q4	$215K	Hold	3,000	–	–	0.02%	179
2020 Q3	$186K	Hold	3,000	–	–	0.02%	181
2020 Q2	$156K	Hold	3,000	–	–	0.02%	176
2020 Q1	$113K	Hold	3,000	–	–	0.02%	201
2019 Q4	$145K	Buy	+3,000	New	+$140K	0.02%	211
2018 Q3	–	Sell	-430	Closed	-$18K	–	364
2018 Q2	$18K	Hold	430	–	–	﹤0.01%	322
2018 Q1	$17K	Hold	430	–	–	﹤0.01%	329
2017 Q4	$17K	Buy	+430	New	+$16K	﹤0.01%	328

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Kings Point Capital Management's FDIS Position: Q1 2022 in Review

Kings Point Capital Management held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q1 2022 at 2,546 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #202.

Kings Point Capital Management first reported a position in FDIS in Q4 2017 and has held it in 13 quarters since. The position peaked at $243K in Q2 2021. 182 funds tracked by Wall St. Rank hold FDIS as of Q1 2022.

Kings Point Capital Management held 2,546 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $201K as of Q1 2022.
Kings Point Capital Management left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q1 2022.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #202 holding.
Kings Point Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2017 and has held it in 13 quarters since.
Kings Point Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $243K in Q2 2021.
182 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.