FDIS — FIDELITY MSCI CONS DISCR

Ownership history in Joseph P. Lucia & Associates, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in FIDELITY MSCI CONS DISCR (FDIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2019 Q1)
Avg. % of fund
0.08%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,945 +609 +45.6% 0.08% $200K $102.69
2022 Q2 REDUCED 1,336 -100 -7.0% 0.06% $79K $57.21
2022 Q1 ADDED 1,436 +241 +20.2% 0.07% $114K $76.63
2021 Q3 UNCHANGED 1,195 — 0% 0.06% $96K $77.49
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDIS price (monthly, adj. close)

Other funds also holding FDIS

As of 2025 Q4 — sorted by position size

Fischer Financial Services, Inc. 3.71% Bellwether Advisors, LLC 3Y 3.26% SFI Advisors, LLC 3Y 3.14% Yoder Wealth Management, Inc. 2.41% Richard Bernstein Advisors LLC 3Y 7Y 1.45% Maltin Wealth Management, Inc. 3Y 1.42% PENOBSCOT WEALTH MANAGEMENT 3Y 1.09% SOUTHERN CAPITAL ADVISORS, LLC 3Y 0.82% ATLAS CAPITAL ADVISORS INC. 3Y 7Y 0.64% AE Wealth Management LLC 3Y 7Y 0.57%
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