Aveo Capital Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Aveo Capital Partners’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
2023 Q4	–	Sell	-2,573	Closed	-$316K	–	352
2023 Q3	$316K	Sell	2,573 -170	-6%	-$21.9K	0.04%	258
2023 Q2	$358K	Sell	2,743 -50	-2%	-$5.94K	0.05%	253
2023 Q1	$318K	Buy	2,793 +220	+9%	+$23K	0.04%	259
2022 Q4	$243K	Buy	+2,573	New	+$248K	0.04%	284
2018 Q4	–	Sell	-45,350	Closed	-$2.54M	–	136
2018 Q3	$2.54M	Buy	+45,350	New	+$2.66M	1.13%	18

Other funds holding FTEC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aveo Capital Partners's FTEC Position: Q4 2023 in Review

Aveo Capital Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2023, closing a stake of 2,573 shares — an estimated $316K sold.

Aveo Capital Partners first reported a position in FTEC in Q3 2018 and held it in 5 quarters. The position peaked at $2.54M in Q3 2018. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

Aveo Capital Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2023 after selling out during the quarter.
Aveo Capital Partners sold 2,573 Fidelity MSCI Information Technology Index ETF shares in Q4 2023, an estimated $316K.
Aveo Capital Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and held it in 5 quarters.
Aveo Capital Partners's Fidelity MSCI Information Technology Index ETF position peaked at $2.54M in Q3 2018.
419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.