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

Atlas Private 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
2020 Q4	–	Sell	-108	Closed	-$4K	–	385
2020 Q3	$4K	Sell	108 -352	-77%	-$12.1K	﹤0.01%	357
2020 Q2	$15K	Hold	460	–	–	0.01%	295
2020 Q1	$14K	Hold	460	–	–	0.01%	282
2019 Q4	$20K	Buy	+460	New	+$19.5K	0.02%	287

Other funds holding FNCL

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BCI

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Management's FNCL Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2020, closing a stake of 108 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in FNCL in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2019. 142 funds tracked by Wall St. Rank hold FNCL as of Q4 2020.

Atlas Private Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2020 after selling out during the quarter.
Atlas Private Wealth Management sold 108 Fidelity MSCI Financials Index ETF shares in Q4 2020, an estimated $4K.
Atlas Private Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $20K in Q4 2019.
142 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.