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SkyView Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

SkyView Investment 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
Q3 		– Sell
-4,855
Closed -$371K – 390
2021
Q2 		$371K Hold
4,855
– – 0.17% 124
2021
Q1 		$371K Hold
4,855
– – 0.16% 131
2020
Q4 		$347K Buy
+4,855
New +$322K 0.16% 129

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SkyView Investment Advisors's FDIS Position: Q3 2021 in Review

SkyView Investment Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2021, closing a stake of 4,855 shares — an estimated $371K sold.

SkyView Investment Advisors first reported a position in FDIS in Q4 2020 and held it in 3 quarters. The position peaked at $371K in Q2 2021. 169 funds tracked by Wall St. Rank hold FDIS as of Q3 2021.

  • SkyView Investment Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2021 after selling out during the quarter.
  • SkyView Investment Advisors sold 4,855 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2021, an estimated $371K.
  • SkyView Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 3 quarters.
  • SkyView Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $371K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2021.

Based on SkyView Investment Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.