Strategic Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Strategic Asset Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,314	Closed	-$74K	–	534
2021 Q4	$74K	Buy	1,314 +1,140	+655%	+$63.1K	0.1%	120
2021 Q3	$9K	Buy	+174	New	+$9.43K	0.01%	351

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EFSCE

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Strategic Asset Management's FIDU Position: Q1 2022 in Review

Strategic Asset Management sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q1 2022, closing a stake of 1,314 shares — an estimated $74K sold.

Strategic Asset Management first reported a position in FIDU in Q3 2021 and held it in 2 quarters. The position peaked at $74K in Q4 2021. 123 funds tracked by Wall St. Rank hold FIDU as of Q1 2022.

Strategic Asset Management reported no remaining Fidelity MSCI Industrials Index ETF position as of Q1 2022 after selling out during the quarter.
Strategic Asset Management sold 1,314 Fidelity MSCI Industrials Index ETF shares in Q1 2022, an estimated $74K.
Strategic Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2021 and held it in 2 quarters.
Strategic Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $74K in Q4 2021.
123 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q1 2022.

Based on Strategic Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.