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Badgley Phelps Wealth Managers’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Badgley Phelps Wealth Managers’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
2022
Q1 		– Sell
-1,500
Closed -$203K – 219
2021
Q4 		$203K Buy
+1,500
New +$195K 0.01% 210

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's FTEC Position: Q1 2022 in Review

Badgley Phelps Wealth Managers sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2022, closing a stake of 1,500 shares — an estimated $203K sold.

Badgley Phelps Wealth Managers first reported a position in FTEC in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 332 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

  • Badgley Phelps Wealth Managers reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2022 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 1,500 Fidelity MSCI Information Technology Index ETF shares in Q1 2022, an estimated $203K.
  • Badgley Phelps Wealth Managers first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's Fidelity MSCI Information Technology Index ETF position peaked at $203K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2022, filed 9 May 2022.