Baystate Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Baystate Wealth Management’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	$86.9K	Buy	604 +1	+0.2%	+$132	0.01%	294
2023 Q3	$74.1K	Buy	603 +1	+0.2%	+$129	0.01%	282
2023 Q2	$78.7K	Buy	+602	New	+$71.5K	0.01%	277
2020 Q3	–	Sell	-68	Closed	-$6K	–	668
2020 Q2	$6K	Buy	+68	New	+$5.01K	﹤0.01%	438

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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Baystate Wealth Management's FTEC Position: Q4 2023 in Review

Baystate Wealth Management increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.17% in Q4 2023, buying an estimated $132 and bringing the position to 604 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #294.

Baystate Wealth Management first reported a position in FTEC in Q2 2020 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold FTEC as of Q4 2023.

Baystate Wealth Management held 604 shares of Fidelity MSCI Information Technology Index ETF worth $86.9K as of Q4 2023.
Baystate Wealth Management bought 1 Fidelity MSCI Information Technology Index ETF share in Q4 2023, an estimated $132.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #294 holding.
Baystate Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.