Mission Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Mission Wealth 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
2021 Q4	–	Sell	-5,011	Closed	-$402K	–	544
2021 Q3	$402K	Hold	5,011	–	–	0.02%	337
2021 Q2	$406K	Hold	5,011	–	–	0.02%	329
2021 Q1	$383K	Buy	5,011 +311	+7%	+$23.4K	0.02%	315
2020 Q4	$336K	Buy	+4,700	New	+$312K	0.02%	323

Other funds holding FDIS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mission Wealth Management's FDIS Position: Q4 2021 in Review

Mission Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2021, closing a stake of 5,011 shares — an estimated $402K sold.

Mission Wealth Management first reported a position in FDIS in Q4 2020 and held it in 4 quarters. The position peaked at $406K in Q2 2021. 201 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

Mission Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2021 after selling out during the quarter.
Mission Wealth Management sold 5,011 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $402K.
Mission Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 4 quarters.
Mission Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $406K in Q2 2021.
201 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on Mission Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.