Pinnacle Private Wealth’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$440K Sell
7,464
-20
-0.3% -$1.35K 0.17% 141
2022
Q1
$592K Sell
7,484
-2,540
-25% -$200K 0.18% 124
2021
Q4
$885K Buy
+10,024
New +$872K 0.28% 85

Other funds holding FDIS

Pinnacle Private Wealth's FDIS Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 0.27% in Q2 2022, selling an estimated $1.35K and leaving 7,464 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #141.

Pinnacle Private Wealth first reported a position in FDIS in Q4 2021 and has held it in 3 quarters since. The position peaked at $885K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

  • Pinnacle Private Wealth held 7,464 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $440K as of Q2 2022.
  • Pinnacle Private Wealth sold 20 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $1.35K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #141 holding.
  • Pinnacle Private Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $885K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.