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Argent Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Argent Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$223K Sell
2,487
-10,173
-80% -$750K 0.04% 157
2020
Q1 		$822K Buy
12,660
+287
+2% +$20.6K 0.17% 73
2019
Q4 		$897K Buy
+12,373
New +$838K 0.15% 90

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Argent Wealth Management's FTEC Position: Q2 2020 in Review

Argent Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 80% in Q2 2020, selling an estimated $750K and leaving 2,487 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #157.

Argent Wealth Management first reported a position in FTEC in Q4 2019 and has held it in 3 quarters since. The position peaked at $897K in Q4 2019. 240 funds tracked by Wall St. Rank hold FTEC as of Q2 2020.

  • Argent Wealth Management held 2,487 shares of Fidelity MSCI Information Technology Index ETF worth $223K as of Q2 2020.
  • Argent Wealth Management sold 10,173 Fidelity MSCI Information Technology Index ETF shares in Q2 2020, an estimated $750K.
  • Fidelity MSCI Information Technology Index ETF made up 0.04% of Argent Wealth Management's portfolio in Q2 2020, its #157 holding.
  • Argent Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $897K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.