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TCWP’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

TCWP’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
Q2 		– Sell
-311
Closed -$16K – 774
2022
Q1 		$16K Buy
+311
New +$16.5K ﹤0.01% 745

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
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
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TCWP's FIDU Position: Q2 2022 in Review

TCWP sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2022, closing a stake of 311 shares — an estimated $16K sold.

TCWP first reported a position in FIDU in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 111 funds tracked by Wall St. Rank hold FIDU as of Q2 2022.

  • TCWP reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 311 Fidelity MSCI Industrials Index ETF shares in Q2 2022, an estimated $16K.
  • TCWP first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Fidelity MSCI Industrials Index ETF position peaked at $16K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.