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Team Financial Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Team Financial Group’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
-15
Closed -$1.18K – 81
2023
Q4 		$1.18K Buy
+15
New +$1.08K ﹤0.01% 192

Other funds holding FDIS

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Team Financial Group's FDIS Position: Q1 2024 in Review

Team Financial Group sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2024, closing a stake of 15 shares — an estimated $1.18K sold.

Team Financial Group first reported a position in FDIS in Q4 2023 and held it in 1 quarter. The position peaked at $1.18K in Q4 2023. 186 funds tracked by Wall St. Rank hold FDIS as of Q1 2024.

  • Team Financial Group reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 15 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2024, an estimated $1.18K.
  • Team Financial Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.18K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.