Pinnacle Private Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Pinnacle Private Wealth’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 Q2	$1.86M	Sell	41,263 -486	-1%	-$23.8K	0.73%	33
2022 Q1	$2.25M	Sell	41,749 -1,656	-4%	-$88.1K	0.7%	32
2021 Q4	$2.44M	Buy	+43,405	New	+$2.4M	0.76%	25

Other funds holding FIDU

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

IPW

IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $245M AUM 38.44% 1-Year Est. Return

PCS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Pinnacle Private Wealth reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 1.2% in Q2 2022, selling an estimated $23.8K and leaving 41,263 shares worth $1.86M. The position accounts for 0.73% of the portfolio, ranked #33.

Pinnacle Private Wealth first reported a position in FIDU in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.44M in Q4 2021. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

Pinnacle Private Wealth held 41,263 shares of Fidelity MSCI Industrials Index ETF worth $1.86M as of Q2 2022.
Pinnacle Private Wealth sold 486 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $23.8K.
Fidelity MSCI Industrials Index ETF made up 0.73% of Pinnacle Private Wealth's portfolio in Q2 2022, its #33 holding.
Pinnacle Private Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Fidelity MSCI Industrials Index ETF position peaked at $2.44M in Q4 2021.
111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

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