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Pacifica Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Pacifica Partners’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
Q2 		– Sell
-5
Closed -$407 – 539
2024
Q1 		$407 Sell
5
-23
-82% -$1.82K ﹤0.01% 497
2023
Q4 		$2.09K Buy
+28
New +$2.02K ﹤0.01% 486

Other funds holding FDIS

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Pacifica Partners's FDIS Position: Q2 2024 in Review

Pacifica Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2024, closing a stake of 5 shares — an estimated $407 sold.

Pacifica Partners first reported a position in FDIS in Q4 2023 and held it in 2 quarters. The position peaked at $2.09K in Q4 2023. 188 funds tracked by Wall St. Rank hold FDIS as of Q2 2024.

  • Pacifica Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2024 after selling out during the quarter.
  • Pacifica Partners sold 5 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2024, an estimated $407.
  • Pacifica Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 2 quarters.
  • Pacifica Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.09K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.