Plante Moran Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Plante Moran Financial Advisors’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	-207	Closed	-$14.9K	–	938
2024 Q3	$14.9K	Hold	207	–	–	﹤0.01%	565
2024 Q2	$13.5K	Hold	207	–	–	﹤0.01%	532
2024 Q1	$14K	Hold	207	–	–	﹤0.01%	558
2023 Q4	$12.7K	Hold	207	–	–	﹤0.01%	521
2023 Q3	$11.2K	Hold	207	–	–	﹤0.01%	518
2023 Q2	$11.8K	Sell	207 -102	-33%	-$5.4K	﹤0.01%	529
2023 Q1	$16.3K	Hold	309	–	–	﹤0.01%	486
2022 Q4	$15.7K	Buy	309 +84	+37%	+$4.17K	﹤0.01%	512
2022 Q3	$10K	Hold	225	–	–	﹤0.01%	579
2022 Q2	$10K	Hold	225	–	–	﹤0.01%	608
2022 Q1	$12K	Buy	+225	New	+$12K	﹤0.01%	575
2021 Q4	–	Sell	-700	Closed	-$36K	–	1029
2021 Q3	$36K	Buy	+700	New	+$37.9K	0.01%	438
2020 Q2	–	Sell	-335	Closed	-$10K	–	780
2020 Q1	$10K	Hold	335	–	–	﹤0.01%	493
2019 Q4	$14K	Buy	+335	New	+$13.8K	﹤0.01%	517

Other funds holding FIDU

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Plante Moran Financial Advisors's FIDU Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 207 shares — an estimated $14.9K sold.

Plante Moran Financial Advisors first reported a position in FIDU in Q4 2019 and held it in 14 quarters. The position peaked at $36K in Q3 2021. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 207 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $14.9K.
Plante Moran Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and held it in 14 quarters.
Plante Moran Financial Advisors's Fidelity MSCI Industrials Index ETF position peaked at $36K in Q3 2021.
181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.