Beaird Harris Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beaird Harris Wealth Management’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	–	Sell	-123	Closed	-$7.12K	–	603
2024 Q2	$7.12K	Buy	123 +1	+0.8%	+$58	﹤0.01%	417
2024 Q1	$7.27K	Hold	122	–	–	﹤0.01%	357
2023 Q4	$6.52K	Buy	122 +1	+0.8%	+$49	﹤0.01%	358
2023 Q3	$5.65K	Hold	121	–	–	﹤0.01%	299
2023 Q2	$5.68K	Buy	121 +1	+0.8%	+$45	﹤0.01%	308
2023 Q1	$5.41K	Buy	120 +51	+74%	+$2.5K	﹤0.01%	311
2022 Q4	$3.33K	Hold	69	–	–	﹤0.01%	490
2022 Q3	$3K	Buy	+69	New	+$3.25K	﹤0.01%	374
2022 Q2	–	Sell	-68	Closed	-$4K	–	480
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	451
2021 Q4	$4K	Buy	+68	New	+$3.84K	﹤0.01%	492

Other funds holding FNCL

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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