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

Valeo 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 Q2	–	Sell	-90	Closed	-$5K	–	965
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	1552
2020 Q4	$4K	Hold	90	–	–	﹤0.01%	1409
2020 Q3	$4K	Hold	90	–	–	﹤0.01%	1292
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	1662
2020 Q1	$3K	Hold	90	–	–	﹤0.01%	1412
2019 Q4	$4K	Buy	+90	New	+$3.69K	﹤0.01%	1339

Other funds holding FIDU

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

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

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

NAM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Valeo Financial Advisors's FIDU Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2021, closing a stake of 90 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in FIDU in Q4 2019 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 116 funds tracked by Wall St. Rank hold FIDU as of Q2 2021.

Valeo Financial Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 90 Fidelity MSCI Industrials Index ETF shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2019 and held it in 6 quarters.
Valeo Financial Advisors's Fidelity MSCI Industrials Index ETF position peaked at $5K in Q1 2021.
116 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.