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Beverly Hills Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Beverly Hills Private Wealth’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
2024
Q3 		– Sell
-1,169
Closed -$201K – 351
2024
Q2 		$201K Buy
+1,169
New +$185K 0.04% 334

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's FTEC Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 1,169 shares — an estimated $201K sold.

Beverly Hills Private Wealth first reported a position in FTEC in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 448 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,169 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $201K.
  • Beverly Hills Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $201K in Q2 2024.
  • 448 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.