WBC
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return