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

SOA 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
2022 Q2	–	Sell	-158	Closed	-$12K	–	874
2022 Q1	$12K	Hold	158	–	–	﹤0.01%	551
2021 Q4	$13K	Hold	158	–	–	﹤0.01%	521
2021 Q3	$12K	Hold	158	–	–	﹤0.01%	543
2021 Q2	$12K	Hold	158	–	–	﹤0.01%	545
2021 Q1	$12K	Hold	158	–	–	﹤0.01%	480
2020 Q4	$12K	Buy	+158	New	+$10.5K	﹤0.01%	477

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

SOA Wealth Advisors's FDIS Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2022, closing a stake of 158 shares — an estimated $12K sold.

SOA Wealth Advisors first reported a position in FDIS in Q4 2020 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q2 2022.

SOA Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 158 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2022, an estimated $12K.
SOA Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $13K in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.