AGF Investments LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

AGF Investments LLC’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
2022 Q3	–	Sell	-42	Closed	-$2K	–	334
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	368
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	415
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	417
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	408
2021 Q2	$2K	Buy	42 +4	+11%	+$209	﹤0.01%	413
2021 Q1	$2K	Hold	38	–	–	﹤0.01%	405
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	493
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	543
2020 Q2	$1K	Sell	38 -3	-7%	-$97	﹤0.01%	567
2020 Q1	$1K	Sell	41 -40	-49%	-$1.59K	﹤0.01%	579
2019 Q4	$4K	Buy	81 +2	+3%	+$85	﹤0.01%	575
2019 Q3	$3K	Hold	79	–	–	﹤0.01%	605
2019 Q2	$3K	Hold	79	–	–	﹤0.01%	607
2019 Q1	$3K	Buy	79 +54	+216%	+$2.04K	﹤0.01%	599
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	674
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	820
2018 Q2	$1	Buy	25 +13	+108%	+$527	﹤0.01%	817
2018 Q1	$0	Buy	+12	New	+$504	﹤0.01%	728

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AGF Investments LLC's FNCL Position: Q3 2022 in Review

AGF Investments LLC sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2022, closing a stake of 42 shares — an estimated $2K sold.

AGF Investments LLC first reported a position in FNCL in Q1 2018 and held it in 18 quarters. The position peaked at $4K in Q4 2019. 182 funds tracked by Wall St. Rank hold FNCL as of Q3 2022.

AGF Investments LLC reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2022 after selling out during the quarter.
AGF Investments LLC sold 42 Fidelity MSCI Financials Index ETF shares in Q3 2022, an estimated $2K.
AGF Investments LLC first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and held it in 18 quarters.
AGF Investments LLC's Fidelity MSCI Financials Index ETF position peaked at $4K in Q4 2019.
182 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.