Atlas Private Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-46	Closed	-$2K	–	347
2021 Q3	$2K	Buy	+46	New	+$2.45K	﹤0.01%	665
2021 Q2	–	Sell	-397	Closed	-$19K	–	828
2021 Q1	$19K	Buy	+397	New	+$18.3K	0.01%	387

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Atlas Private Wealth Advisors's FNCL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2021, closing a stake of 46 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in FNCL in Q1 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 198 funds tracked by Wall St. Rank hold FNCL as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 46 Fidelity MSCI Financials Index ETF shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 2 quarters.
Atlas Private Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $19K in Q1 2021.
198 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.