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

BerganKDV 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
2022
Q2 		– Sell
-39
Closed -$2K – 996
2022
Q1 		$2K Buy
+39
New +$2.16K ﹤0.01% 852

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's FNCL Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022, closing a stake of 39 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in FNCL in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 39 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $2K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.