Beaumont Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Beaumont Capital 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
2022 Q2	–	Sell	-56,878	Closed	-$7M	–	34
2022 Q1	$7M	Buy	56,878 +55,362	+3,652%	+$6.72M	4.51%	4
2021 Q4	$205K	Sell	1,516 -205	-12%	-$26.6K	0.12%	42
2021 Q3	$204K	Buy	+1,721	New	+$211K	0.17%	37

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

FSC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beaumont Capital Management's FTEC Position: Q2 2022 in Review

Beaumont Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 56,878 shares — an estimated $7M sold.

Beaumont Capital Management first reported a position in FTEC in Q3 2021 and held it in 3 quarters. The position peaked at $7M in Q1 2022. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

Beaumont Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Capital Management sold 56,878 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $7M.
Beaumont Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and held it in 3 quarters.
Beaumont Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $7M in Q1 2022.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Beaumont Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.