Sonora Investment Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sonora Investment 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
2020 Q4	–	Sell	-219	Closed	-$14K	–	1715
2020 Q3	$14K	Buy	+219	New	+$13K	﹤0.01%	1046
2019 Q4	–	Sell	-450	Closed	-$21K	–	1683
2019 Q3	$21K	Buy	+450	New	+$20.7K	﹤0.01%	839

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Sonora Investment Management's FDIS Position: Q4 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2020, closing a stake of 219 shares — an estimated $14K sold.

Sonora Investment Management first reported a position in FDIS in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q3 2019. 147 funds tracked by Wall St. Rank hold FDIS as of Q4 2020.

Sonora Investment Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 219 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2020, an estimated $14K.
Sonora Investment Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2019 and held it in 2 quarters.
Sonora Investment Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $21K in Q3 2019.
147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.