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Mirsky Financial Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Mirsky Financial Management’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
2021
Q4 		$5.12M Buy
91,075
+3,206
+4% +$177K 2.11% 16
2021
Q3 		$4.56M Buy
87,869
+2,747
+3% +$149K 2.03% 16
2021
Q2 		$4.62M Buy
85,122
+81,120
+2,027% +$4.39M 2.05% 16
2021
Q1 		$208K Buy
+4,002
New +$196K 0.1% 45

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Mirsky Financial Management's FIDU Position: Q4 2021 in Review

Mirsky Financial Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 3.6% in Q4 2021, buying an estimated $177K and bringing the position to 91,075 shares worth $5.12M. The position accounts for 2.11% of the portfolio, ranked #16.

Mirsky Financial Management first reported a position in FIDU in Q1 2021 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold FIDU as of Q4 2021.

  • Mirsky Financial Management held 91,075 shares of Fidelity MSCI Industrials Index ETF worth $5.12M as of Q4 2021.
  • Mirsky Financial Management bought 3,206 Fidelity MSCI Industrials Index ETF shares in Q4 2021, an estimated $177K.
  • Fidelity MSCI Industrials Index ETF made up 2.11% of Mirsky Financial Management's portfolio in Q4 2021, its #16 holding.
  • Mirsky Financial Management first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2021 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.