Sandy Spring Bank’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sandy Spring Bank’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 Q4	–	Sell	-509	Closed	-$35.5K	–	1192
2023 Q3	$35.5K	Buy	509 +1	+0.2%	+$73	﹤0.01%	605
2023 Q2	$37.2K	Buy	508 +1	+0.2%	+$67	﹤0.01%	601
2023 Q1	$33.2K	Buy	507 +2	+0.4%	+$126	﹤0.01%	604
2022 Q4	$28.6K	Buy	505 +1	+0.2%	+$61	﹤0.01%	628
2022 Q3	$31K	Sell	504 -84	-14%	-$5.62K	﹤0.01%	589
2022 Q2	$35K	Buy	588 +1	+0.2%	+$68	﹤0.01%	584
2022 Q1	$47K	Buy	587 +502	+591%	+$39.6K	﹤0.01%	552
2021 Q4	$8K	Buy	+85	New	+$7.4K	﹤0.01%	945
2020 Q3	–	Sell	-557	Closed	-$29K	–	947
2020 Q2	$29K	Buy	557 +176	+46%	+$8.21K	﹤0.01%	539
2020 Q1	$14K	Buy	381 +26	+7%	+$1.19K	﹤0.01%	625
2019 Q4	$17K	Buy	355 +1	+0.3%	+$47	﹤0.01%	640
2019 Q3	$16K	Buy	354 +12	+4%	+$552	﹤0.01%	654
2019 Q2	$16K	Buy	+342	New	+$15.4K	﹤0.01%	648

Other funds holding FDIS

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Sandy Spring Bank's FDIS Position: Q4 2023 in Review

Sandy Spring Bank sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2023, closing a stake of 509 shares — an estimated $35.5K sold.

Sandy Spring Bank first reported a position in FDIS in Q2 2019 and held it in 13 quarters. The position peaked at $47K in Q1 2022. 193 funds tracked by Wall St. Rank hold FDIS as of Q4 2023.

Sandy Spring Bank reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 509 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2023, an estimated $35.5K.
Sandy Spring Bank first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2019 and held it in 13 quarters.
Sandy Spring Bank's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $47K in Q1 2022.
193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.