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River Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

River Wealth 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
2024
Q4 		– Sell
-2,373
Closed -$210K – 212
2024
Q3 		$210K Sell
2,373
-637
-21% -$52.8K 0.03% 204
2024
Q2 		$244K Buy
3,010
+8
+0.3% +$636 0.04% 181
2024
Q1 		$248K Buy
3,002
+32
+1% +$2.53K 0.04% 184
2023
Q4 		$234K Buy
+2,970
New +$215K 0.04% 191
2023
Q3 		– Sell
-3,169
Closed -$232K – 205
2023
Q2 		$232K Sell
3,169
-185
-6% -$12.3K 0.04% 195
2023
Q1 		$220K Buy
+3,354
New +$211K 0.04% 196
2022
Q4 		– Sell
-3,293
Closed -$200K – 209
2022
Q3 		$200K Buy
+3,293
New +$220K 0.04% 193
2022
Q2 		– Sell
-3,221
Closed -$255K – 219
2022
Q1 		$255K Buy
3,221
+307
+11% +$24.2K 0.04% 202
2021
Q4 		$257K Sell
2,914
-218
-7% -$19K 0.04% 203
2021
Q3 		$251K Buy
3,132
+464
+17% +$38K 0.04% 195
2021
Q2 		$216K Buy
+2,668
New +$211K 0.04% 204
2019
Q1 		– Sell
-1,976
Closed -$76K – 254
2018
Q4 		$76K Buy
1,976
+111
+6% +$4.58K 0.03% 205
2018
Q3 		$85K Buy
1,865
+746
+67% +$33.1K 0.03% 219
2018
Q2 		$48K Buy
+1,119
New +$46.4K 0.02% 276

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

River Wealth Advisors's FDIS Position: Q4 2024 in Review

River Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2024, closing a stake of 2,373 shares — an estimated $210K sold.

River Wealth Advisors first reported a position in FDIS in Q2 2018 and held it in 14 quarters. The position peaked at $257K in Q4 2021. 232 funds tracked by Wall St. Rank hold FDIS as of Q4 2024.

  • River Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2024 after selling out during the quarter.
  • River Wealth Advisors sold 2,373 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2024, an estimated $210K.
  • River Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2018 and held it in 14 quarters.
  • River Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $257K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2024.

Based on River Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.