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

Accel 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
2023 Q2	–	Sell	-691	Closed	-$31.2K	–	410
2023 Q1	$31.2K	Hold	691	–	–	0.01%	589
2022 Q4	$33.1K	Hold	691	–	–	0.02%	437
2022 Q3	$32K	Hold	691	–	–	0.02%	453
2022 Q2	$31K	Hold	691	–	–	0.02%	442
2022 Q1	$37K	Hold	691	–	–	0.02%	424
2021 Q4	$39K	Hold	691	–	–	0.02%	422
2021 Q3	$37K	Hold	691	–	–	0.02%	378
2021 Q2	$36K	Hold	691	–	–	0.02%	402
2021 Q1	$34K	Hold	691	–	–	0.03%	388
2020 Q4	$29K	Buy	+691	New	+$26.4K	0.03%	409

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accel Wealth Management's FNCL Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2023, closing a stake of 691 shares — an estimated $31.2K sold.

Accel Wealth Management first reported a position in FNCL in Q4 2020 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 176 funds tracked by Wall St. Rank hold FNCL as of Q2 2023.

Accel Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 691 Fidelity MSCI Financials Index ETF shares in Q2 2023, an estimated $31.2K.
Accel Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $39K in Q4 2021.
176 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.