Patriot Financial Group Insurance Agency’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25	Closed	-$1K	–	923
2022 Q2	$1K	Sell	25 -366	-94%	-$17.9K	﹤0.01%	1890
2022 Q1	$21K	Sell	391 -359	-48%	-$19.1K	﹤0.01%	1065
2021 Q4	$42K	Sell	750 -33	-4%	-$1.83K	0.01%	941
2021 Q3	$41K	Buy	783 +103	+15%	+$5.58K	0.01%	929
2021 Q2	$37K	Buy	680 +312	+85%	+$16.9K	0.01%	944
2021 Q1	$19K	Sell	368 -41	-10%	-$2.01K	﹤0.01%	1110
2020 Q4	$19K	Hold	409	–	–	﹤0.01%	993
2020 Q3	$16K	Sell	409 -73	-15%	-$2.85K	0.01%	877
2020 Q2	$17K	Buy	+482	New	+$16.2K	0.01%	794
2020 Q1	–	Sell	-445	Closed	-$19K	–	1615
2019 Q4	$19K	Hold	445	–	–	0.01%	697
2019 Q3	$18K	Hold	445	–	–	0.01%	673
2019 Q2	$18K	Sell	445 -8	-2%	-$311	0.01%	673
2019 Q1	$17K	Buy	+453	New	+$16.7K	0.01%	585
2018 Q4	–	Sell	-409	Closed	-$16K	–	1027
2018 Q3	$16K	Buy	+409	New	+$16.1K	0.01%	519

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FIDU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in FIDU in Q3 2018 and held it in 14 quarters. The position peaked at $42K in Q4 2021. 109 funds tracked by Wall St. Rank hold FIDU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25 Fidelity MSCI Industrials Index ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2018 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Fidelity MSCI Industrials Index ETF position peaked at $42K in Q4 2021.
109 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.