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Romano Brothers & Co’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-600
Closed -$34K – 516
2022
Q4 		$34K Buy
+600
New +$36.4K 0.01% 526

Other funds holding FDIS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Romano Brothers & Co's FDIS Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2023, closing a stake of 600 shares — an estimated $34K sold.

Romano Brothers & Co first reported a position in FDIS in Q4 2022 and held it in 1 quarter. The position peaked at $34K in Q4 2022. 146 funds tracked by Wall St. Rank hold FDIS as of Q1 2023.

  • Romano Brothers & Co reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 600 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2023, an estimated $34K.
  • Romano Brothers & Co first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $34K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.