AWM
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Able Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Able Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-181
Closed -$9.7K – 253
2023
Q4 		$9.7K Buy
+181
New +$8.82K 0.01% 281

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Able Wealth Management's FNCL Position: Q1 2024 in Review

Able Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 181 shares — an estimated $9.7K sold.

Able Wealth Management first reported a position in FNCL in Q4 2023 and held it in 1 quarter. The position peaked at $9.7K in Q4 2023. 195 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • Able Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 181 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $9.7K.
  • Able Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $9.7K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.