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

MV 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
2021
Q3 		– Sell
-125
Closed -$10K – 720
2021
Q2 		$10K Buy
+125
New +$9.9K ﹤0.01% 364

Other funds holding FDIS

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MV Capital Management's FDIS Position: Q3 2021 in Review

MV Capital Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2021, closing a stake of 125 shares — an estimated $10K sold.

MV Capital Management first reported a position in FDIS in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 169 funds tracked by Wall St. Rank hold FDIS as of Q3 2021.

  • MV Capital Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2021 after selling out during the quarter.
  • MV Capital Management sold 125 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2021, an estimated $10K.
  • MV Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2021 and held it in 1 quarter.
  • MV Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $10K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2021.

Based on MV Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.