West Branch Capital’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

West Branch Capital’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 Q3	–	Sell	-2	Closed	-$179	–	632
2024 Q2	$179	Hold	2	–	–	﹤0.01%	418
2024 Q1	$181	Hold	2	–	–	﹤0.01%	410
2023 Q4	$173	Hold	2	–	–	﹤0.01%	430
2023 Q3	$153	Hold	2	–	–	﹤0.01%	426
2023 Q2	$160	Sell	2 -7	-78%	-$467	﹤0.01%	439
2023 Q1	$600	Hold	9	–	–	﹤0.01%	418
2022 Q4	$518	Hold	9	–	–	﹤0.01%	418
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	422
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	403
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	401
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	429
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	406
2021 Q2	$1K	Buy	+9	New	+$713	﹤0.01%	420

Other funds holding FDIS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

West Branch Capital's FDIS Position: Q3 2024 in Review

West Branch Capital sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2024, closing a stake of 2 shares — an estimated $179 sold.

West Branch Capital first reported a position in FDIS in Q2 2021 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold FDIS as of Q3 2024.

West Branch Capital reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2024 after selling out during the quarter.
West Branch Capital sold 2 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2024, an estimated $179.
West Branch Capital first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2021 and held it in 13 quarters.
West Branch Capital's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1K in Q3 2022.
199 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.