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Beacon Financial Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Beacon Financial Group’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
Q2 		– Sell
-2,937
Closed -$366K – 221
2022
Q1 		$366K Sell
2,937
-62
-2% -$7.52K 0.05% 216
2021
Q4 		$409K Hold
2,999
– – 0.05% 208
2021
Q3 		$358K Buy
+2,999
New +$367K 0.05% 212

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Commonwealth Equity Services
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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Cambridge Investment Research Advisors
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Beacon Financial Group's FTEC Position: Q2 2022 in Review

Beacon Financial Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 2,937 shares — an estimated $366K sold.

Beacon Financial Group first reported a position in FTEC in Q3 2021 and held it in 3 quarters. The position peaked at $409K in Q4 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

  • Beacon Financial Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Financial Group sold 2,937 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $366K.
  • Beacon Financial Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and held it in 3 quarters.
  • Beacon Financial Group's Fidelity MSCI Information Technology Index ETF position peaked at $409K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Beacon Financial Group's 13F filing for Q2 2022, filed 19 Jul 2022.