Ranch Capital Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ranch Capital Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$40K	–	293
2021 Q3	$40K	Buy	+500	New	+$41K	0.03%	291
2021 Q2	–	Sell	-500	Closed	-$39.6K	–	353
2021 Q1	$38K	Hold	500	–	–	0.03%	340
2020 Q4	$35K	Hold	500	–	–	0.03%	348
2020 Q3	$31K	Hold	500	–	–	0.02%	362
2020 Q2	$29K	Hold	500	–	–	0.02%	397
2020 Q1	$18K	Hold	500	–	–	0.02%	456
2019 Q4	$24K	Buy	+500	New	+$23.3K	0.02%	472

Other funds holding FDIS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Ranch Capital Advisors's FDIS Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2021, closing a stake of 500 shares — an estimated $40K sold.

Ranch Capital Advisors first reported a position in FDIS in Q4 2019 and held it in 7 quarters. The position peaked at $40K in Q3 2021. 201 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

Ranch Capital Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 500 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $40K.
Ranch Capital Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $40K in Q3 2021.
201 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.