Psagot Value Holdings’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Psagot Value Holdings’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
2021 Q4	–	Sell	-6,745	Closed	-$350K	–	401
2021 Q3	$350K	Hold	6,745	–	–	0.06%	206
2021 Q2	$366K	Sell	6,745 -5,249	-44%	-$284K	0.01%	244
2021 Q1	$625K	Buy	11,994 +4,872	+68%	+$239K	0.01%	211
2020 Q4	$335K	Sell	7,122 -528	-7%	-$23.3K	0.01%	227
2020 Q3	$307K	Sell	7,650 -1,600	-17%	-$62.4K	0.01%	233
2020 Q2	$332K	Buy	+9,250	New	+$312K	0.01%	204

Other funds holding FIDU

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

FSC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCS

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

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Psagot Value Holdings's FIDU Position: Q4 2021 in Review

Psagot Value Holdings sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2021, closing a stake of 6,745 shares — an estimated $350K sold.

Psagot Value Holdings first reported a position in FIDU in Q2 2020 and held it in 6 quarters. The position peaked at $625K in Q1 2021. 133 funds tracked by Wall St. Rank hold FIDU as of Q4 2021.

Psagot Value Holdings reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2021 after selling out during the quarter.
Psagot Value Holdings sold 6,745 Fidelity MSCI Industrials Index ETF shares in Q4 2021, an estimated $350K.
Psagot Value Holdings first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2020 and held it in 6 quarters.
Psagot Value Holdings's Fidelity MSCI Industrials Index ETF position peaked at $625K in Q1 2021.
133 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.