Bedel Financial Consulting’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-135	Closed	-$7K	–	427
2022 Q1	$7K	Hold	135	–	–	﹤0.01%	724
2021 Q4	$8K	Hold	135	–	–	﹤0.01%	711
2021 Q3	$7K	Hold	135	–	–	﹤0.01%	725
2021 Q2	$7K	Hold	135	–	–	﹤0.01%	727
2021 Q1	$7K	Sell	135 -80	-37%	-$3.69K	﹤0.01%	690
2020 Q4	$9K	Sell	215 -309	-59%	-$11.8K	﹤0.01%	564
2020 Q3	$18K	Buy	524 +2	+0.4%	+$69	0.01%	435
2020 Q2	$17K	Buy	522 +3	+0.6%	+$97	0.01%	422
2020 Q1	$15K	Buy	519 +2	+0.4%	+$79	0.01%	422
2019 Q4	$23K	Buy	517 +302	+140%	+$12.8K	0.01%	392
2019 Q3	$9K	Hold	215	–	–	0.01%	500
2019 Q2	$9K	Hold	215	–	–	0.01%	506
2019 Q1	$8K	Hold	215	–	–	0.01%	520
2018 Q4	$7K	Sell	215 -160	-43%	-$6.04K	0.01%	508
2018 Q3	$14K	Sell	375 -4	-1%	-$164	0.01%	431
2018 Q2	$15K	Buy	+379	New	+$15.4K	0.01%	425

Other funds holding FNCL

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bedel Financial Consulting's FNCL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022, closing a stake of 135 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in FNCL in Q2 2018 and held it in 16 quarters. The position peaked at $23K in Q4 2019. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

Bedel Financial Consulting reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 135 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $7K.
Bedel Financial Consulting first reported a position in Fidelity MSCI Financials Index ETF in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Fidelity MSCI Financials Index ETF position peaked at $23K in Q4 2019.
185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.