Tyler-Stone Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Tyler-Stone 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
2022 Q4	–	Sell	-102	Closed	-$6K	–	871
2022 Q3	$6K	Hold	102	–	–	﹤0.01%	613
2022 Q2	$6K	Hold	102	–	–	﹤0.01%	632
2022 Q1	$8K	Buy	102 +1	+1%	+$79	﹤0.01%	605
2021 Q4	$9K	Buy	+101	New	+$8.79K	﹤0.01%	628

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tyler-Stone Wealth Management's FDIS Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q4 2022, closing a stake of 102 shares — an estimated $6K sold.

Tyler-Stone Wealth Management first reported a position in FDIS in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 149 funds tracked by Wall St. Rank hold FDIS as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 102 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2022, an estimated $6K.
Tyler-Stone Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9K in Q4 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.