Moisand Fitzgerald Tamayo’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q1	–	Sell	-50	Closed	-$2.83K	–	785
2022 Q4	$2.83K	Hold	50	–	–	﹤0.01%	490
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	431
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	365
2022 Q1	$4K	Buy	+50	New	+$3.94K	﹤0.01%	287

Other funds holding FDIS

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FDIS Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2023, closing a stake of 50 shares — an estimated $2.83K sold.

Moisand Fitzgerald Tamayo first reported a position in FDIS in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 146 funds tracked by Wall St. Rank hold FDIS as of Q1 2023.

Moisand Fitzgerald Tamayo reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 50 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2023, an estimated $2.83K.
Moisand Fitzgerald Tamayo first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2022 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4K in Q1 2022.
146 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.