Laurel Wealth Planning’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Laurel Wealth Planning’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
2022 Q2	–	Sell	-306	Closed	-$16K	–	254
2022 Q1	$16K	Buy	+306	New	+$16.3K	0.01%	172

Other funds holding FIDU

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Laurel Wealth Planning's FIDU Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 306 shares — an estimated $16K sold.

Laurel Wealth Planning first reported a position in FIDU in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

Laurel Wealth Planning reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Planning sold 306 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $16K.
Laurel Wealth Planning first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and held it in 1 quarter.
Laurel Wealth Planning's Fidelity MSCI Industrials Index ETF position peaked at $16K in Q1 2022.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.