Sheets Smith Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sheets Smith Wealth Management’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
2022 Q2	–	Sell	-14,127	Closed	-$1.12M	–	320
2022 Q1	$1.12M	Sell	14,127 -34,513	-71%	-$2.72M	0.15%	132
2021 Q4	$4.29M	Hold	48,640	–	–	0.53%	48
2021 Q3	$3.9M	Sell	48,640 -1,324	-3%	-$109K	0.53%	49
2021 Q2	$4.05M	Hold	49,964	–	–	0.55%	47
2021 Q1	$3.81M	Buy	49,964 +955	+2%	+$71.8K	0.56%	49
2020 Q4	$3.5M	Buy	+49,009	New	+$3.25M	0.53%	51

Other funds holding FDIS

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

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

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

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

KIA

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sheets Smith Wealth Management's FDIS Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 14,127 shares — an estimated $1.12M sold.

Sheets Smith Wealth Management first reported a position in FDIS in Q4 2020 and held it in 6 quarters. The position peaked at $4.29M in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

Sheets Smith Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 14,127 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $1.12M.
Sheets Smith Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 6 quarters.
Sheets Smith Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4.29M in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.