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Baron Silver Stevens Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-374
Closed -$39K – 199
2020
Q4 		$39K Buy
+374
New +$36.4K 0.01% 150

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FSC
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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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FTEC Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2021, closing a stake of 374 shares — an estimated $39K sold.

Baron Silver Stevens Financial Advisors first reported a position in FTEC in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 302 funds tracked by Wall St. Rank hold FTEC as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 374 Fidelity MSCI Information Technology Index ETF shares in Q1 2021, an estimated $39K.
  • Baron Silver Stevens Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $39K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.