PCS
FIDU icon

Personal CFO Solutions’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-77,658
Closed -$5.6M – 515
2024
Q3 		$5.6M Sell
77,658
-5,208
-6% -$355K 0.78% 21
2024
Q2 		$5.42M Sell
82,866
-1,139
-1% -$75.3K 0.83% 22
2024
Q1 		$5.7M Sell
84,005
-778
-0.9% -$49.1K 0.89% 19
2023
Q4 		$5.19M Sell
84,783
-10,056
-11% -$563K 0.9% 20
2023
Q3 		$5.13M Sell
94,839
-2,634
-3% -$150K 1.01% 18
2023
Q2 		$5.54M Buy
97,473
+301
+0.3% +$15.9K 1.13% 18
2023
Q1 		$5.14M Sell
97,172
-2,083
-2% -$110K 1.06% 17
2022
Q4 		$5.03M Buy
99,255
+3,032
+3% +$150K 1.07% 17
2022
Q3 		$4.2M Buy
96,223
+211
+0.2% +$10.2K 1.06% 22
2022
Q2 		$4.34M Sell
96,012
-1,989
-2% -$97.2K 1.02% 22
2022
Q1 		$5.27M Sell
98,001
-27,961
-22% -$1.49M 1.04% 21
2021
Q4 		$7.08M Buy
125,962
+1,072
+0.9% +$59.3K 1.33% 15
2021
Q3 		$6.48M Buy
124,890
+31,436
+34% +$1.7M 1.33% 16
2021
Q2 		$5.07M Buy
93,454
+6,297
+7% +$341K 1.04% 20
2021
Q1 		$4.54M Sell
87,157
-3,752
-4% -$184K 0.98% 19
2020
Q4 		$4.27M Buy
90,909
+6,062
+7% +$268K 1.06% 20
2020
Q3 		$3K Buy
+84,847
New +$3.31M 1% 24
2020
Q1 		– Sell
-132,308
Closed -$5.56M – 314
2019
Q4 		$5.56M Sell
132,308
-4,933
-4% -$203K 1.59% 9
2019
Q3 		$5.47M Buy
+137,241
New +$5.4M 2.18% 4

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Personal CFO Solutions's FIDU Position: Q4 2024 in Review

Personal CFO Solutions sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 77,658 shares — an estimated $5.6M sold.

Personal CFO Solutions first reported a position in FIDU in Q3 2019 and held it in 19 quarters. The position peaked at $7.08M in Q4 2021. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

  • Personal CFO Solutions reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 77,658 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $5.6M.
  • Personal CFO Solutions first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2019 and held it in 19 quarters.
  • Personal CFO Solutions's Fidelity MSCI Industrials Index ETF position peaked at $7.08M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.