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Reilly Financial Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Reilly Financial 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
Q2 		– Sell
-93
Closed -$7K – 1021
2021
Q1 		$7K Buy
+93
New +$6.99K ﹤0.01% 751

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's FDIS Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2021, closing a stake of 93 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in FDIS in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 166 funds tracked by Wall St. Rank hold FDIS as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 93 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2021, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $7K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.