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

Stone House 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
2024 Q1	–	Sell	-98	Closed	-$7.77K	–	410
2023 Q4	$7.77K	Sell	98 -172	-64%	-$12.4K	﹤0.01%	175
2023 Q3	$18.9K	Buy	+270	New	+$19.8K	0.01%	124
2022 Q1	–	Sell	-2,268	Closed	-$200K	–	48
2021 Q4	$200K	Buy	+2,268	New	+$197K	0.07%	41
2021 Q2	–	Sell	-3,024	Closed	-$216K	–	40
2021 Q1	$216K	Hold	3,024	–	–	0.11%	35
2020 Q4	$216K	Buy	+3,024	New	+$201K	0.11%	35

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stone House Investment Management's FDIS Position: Q1 2024 in Review

Stone House Investment Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 98 shares — an estimated $7.77K sold.

Stone House Investment Management first reported a position in FDIS in Q4 2020 and held it in 5 quarters. The position peaked at $216K in Q1 2021. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

Stone House Investment Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
Stone House Investment Management sold 98 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $7.77K.
Stone House Investment Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 5 quarters.
Stone House Investment Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $216K in Q1 2021.
186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.