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Northwest Financial Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-204
Closed -$18K – 244
2024
Q3 		$18K Buy
+204
New +$16.9K 0.01% 330
2024
Q1 		– Sell
-203
Closed -$16K – 225
2023
Q4 		$16K Buy
+203
New +$14.7K 0.01% 329

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Financial Advisors's FDIS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2024, closing a stake of 204 shares — an estimated $18K sold.

Northwest Financial Advisors first reported a position in FDIS in Q4 2023 and held it in 2 quarters. The position peaked at $18K in Q3 2024. 232 funds tracked by Wall St. Rank hold FDIS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 204 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2024, an estimated $18K.
  • Northwest Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $18K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.