Sugarloaf Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sugarloaf Wealth 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
2021 Q2	–	Sell	-59	Closed	-$34	–	765
2021 Q1	$34	Buy	+59	New	+$4.43K	0.01%	332

Other funds holding FDIS

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's FDIS Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2021, closing a stake of 59 shares — an estimated $34 sold.

Sugarloaf Wealth Management first reported a position in FDIS in Q1 2021 and held it in 1 quarter. The position peaked at $34 in Q1 2021. 166 funds tracked by Wall St. Rank hold FDIS as of Q2 2021.

Sugarloaf Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 59 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2021, an estimated $34.
Sugarloaf Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 1 quarter.
Sugarloaf Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $34 in Q1 2021.
166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.