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

Nauset 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
2022 Q1	$141K	Sell	1,780 -1,060	-37%	-$83.6K	0.11%	68
2021 Q4	$251K	Buy	+2,840	New	+$247K	0.24%	51

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

MFG

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

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

Nauset Wealth Management's FDIS Position: Q1 2022 in Review

Nauset Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 37% in Q1 2022, selling an estimated $83.6K and leaving 1,780 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #68.

Nauset Wealth Management first reported a position in FDIS in Q4 2021 and has held it in 2 quarters since. The position peaked at $251K in Q4 2021. 182 funds tracked by Wall St. Rank hold FDIS as of Q1 2022.

Nauset Wealth Management held 1,780 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $141K as of Q1 2022.
Nauset Wealth Management sold 1,060 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2022, an estimated $83.6K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.11% of Nauset Wealth Management's portfolio in Q1 2022, its #68 holding.
Nauset Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 2 quarters since.
Nauset Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $251K in Q4 2021.
182 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.