Summit Place Financial Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Summit Place Financial Advisors’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
2021 Q3	–	Sell	-5,235	Closed	-$284K	–	105
2021 Q2	$284K	Sell	5,235 -50	-0.9%	-$2.71K	0.21%	93
2021 Q1	$275K	Sell	5,285 -1,375	-21%	-$67.5K	0.22%	92
2020 Q4	$313K	Sell	6,660 -3,250	-33%	-$144K	0.27%	75
2020 Q3	$398K	Sell	9,910 -115	-1%	-$4.48K	0.4%	71
2020 Q2	$360K	Sell	10,025 -2,125	-17%	-$71.6K	0.57%	40
2020 Q1	$370K	Buy	+12,150	New	+$472K	0.79%	35

Other funds holding FIDU

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

FSC

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

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

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

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

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Place Financial Advisors's FIDU Position: Q3 2021 in Review

Summit Place Financial Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2021, closing a stake of 5,235 shares — an estimated $284K sold.

Summit Place Financial Advisors first reported a position in FIDU in Q1 2020 and held it in 6 quarters. The position peaked at $398K in Q3 2020. 116 funds tracked by Wall St. Rank hold FIDU as of Q3 2021.

Summit Place Financial Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2021 after selling out during the quarter.
Summit Place Financial Advisors sold 5,235 Fidelity MSCI Industrials Index ETF shares in Q3 2021, an estimated $284K.
Summit Place Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and held it in 6 quarters.
Summit Place Financial Advisors's Fidelity MSCI Industrials Index ETF position peaked at $398K in Q3 2020.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2021.

Based on Summit Place Financial Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.