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Axiom Advisory’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Axiom Advisory’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
2024
Q3 		$260K Buy
4,224
+77
+2% +$4.74K ﹤0.01% 265
2024
Q2 		$240K Buy
+4,147
New +$240K ﹤0.01% 270

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Axiom Advisory's FNCL Position: Q3 2024 in Review

Axiom Advisory increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 1.9% in Q3 2024, buying an estimated $4.74K and bringing the position to 4,224 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Axiom Advisory first reported a position in FNCL in Q2 2024 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold FNCL as of Q3 2024.

  • Axiom Advisory held 4,224 shares of Fidelity MSCI Financials Index ETF worth $260K as of Q3 2024.
  • Axiom Advisory bought 77 Fidelity MSCI Financials Index ETF shares in Q3 2024, an estimated $4.74K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #265 holding.
  • Axiom Advisory first reported a position in Fidelity MSCI Financials Index ETF in Q2 2024 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.