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	–	593
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 $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

FSC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Beaird Harris Wealth Management's FNCL Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2024, closing a stake of 123 shares — an estimated $7.12K sold.

Beaird Harris Wealth Management first reported a position in FNCL in Q4 2021 and held it in 10 quarters. The position peaked at $7.27K in Q1 2024. 202 funds tracked by Wall St. Rank hold FNCL as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 123 Fidelity MSCI Financials Index ETF shares in Q3 2024, an estimated $7.12K.
Beaird Harris Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $7.27K in Q1 2024.
202 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.