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Beam Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beam Wealth Advisors’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
2020
Q1 		– Sell
-22,025
Closed -$978K – 155
2019
Q4 		$978K Buy
+22,025
New +$935K 0.91% 31

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Beam Wealth Advisors's FNCL Position: Q1 2020 in Review

Beam Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2020, closing a stake of 22,025 shares — an estimated $978K sold.

Beam Wealth Advisors first reported a position in FNCL in Q4 2019 and held it in 1 quarter. The position peaked at $978K in Q4 2019. 132 funds tracked by Wall St. Rank hold FNCL as of Q1 2020.

  • Beam Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 22,025 Fidelity MSCI Financials Index ETF shares in Q1 2020, an estimated $978K.
  • Beam Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 1 quarter.
  • Beam Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $978K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2020.

Based on Beam Wealth Advisors's 13F filing for Q1 2020, filed 8 Apr 2020.