Almanack Investment Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Almanack Investment Partners’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 Q4	–	Sell	-3,648	Closed	-$157K	–	526
2022 Q3	$157K	Buy	+3,648	New	+$172K	0.03%	155
2022 Q2	–	Sell	-3,917	Closed	-$212K	–	474
2022 Q1	$212K	Buy	3,917 +25	+0.6%	+$1.39K	0.02%	444
2021 Q4	$218K	Buy	3,892 +81	+2%	+$4.57K	0.02%	451
2021 Q3	$205K	Buy	+3,811	New	+$203K	0.02%	466

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

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 $110B AUM 26.29% 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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Almanack Investment Partners's FNCL Position: Q4 2022 in Review

Almanack Investment Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2022, closing a stake of 3,648 shares — an estimated $157K sold.

Almanack Investment Partners first reported a position in FNCL in Q3 2021 and held it in 4 quarters. The position peaked at $218K in Q4 2021. 197 funds tracked by Wall St. Rank hold FNCL as of Q4 2022.

Almanack Investment Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 3,648 Fidelity MSCI Financials Index ETF shares in Q4 2022, an estimated $157K.
Almanack Investment Partners first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and held it in 4 quarters.
Almanack Investment Partners's Fidelity MSCI Financials Index ETF position peaked at $218K in Q4 2021.
197 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.