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Birchcreek Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Birchcreek Wealth 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
2024
Q2 		– Sell
-3,977
Closed -$620K – 159
2024
Q1 		$620K Sell
3,977
-2,042
-34% -$308K 0.33% 69
2023
Q4 		$865K Sell
6,019
-1,294
-18% -$171K 0.52% 48
2023
Q3 		$899K Sell
7,313
-8,678
-54% -$1.12M 0.61% 46
2023
Q2 		$2.09M Sell
15,991
-3,686
-19% -$438K 1.46% 16
2023
Q1 		$2.24M Sell
19,677
-3,768
-16% -$394K 1.77% 16
2022
Q4 		$2.22M Sell
23,445
-578
-2% -$55.8K 1.97% 15
2022
Q3 		$2.18M Sell
24,023
-5,117
-18% -$532K 2.02% 15
2022
Q2 		$2.81M Buy
29,140
+4,553
+19% +$485K 2.52% 11
2022
Q1 		$3.03M Buy
24,587
+5,669
+30% +$688K 2.68% 8
2021
Q4 		$2.56M Buy
18,918
+367
+2% +$47.6K 2.23% 10
2021
Q3 		$2.2M Buy
18,551
+1,224
+7% +$150K 2.05% 12
2021
Q2 		$2.04M Buy
17,327
+528
+3% +$58.8K 1.97% 13
2021
Q1 		$1.78M Buy
+16,799
New +$1.79M 1.88% 15

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Birchcreek Wealth Management's FTEC Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 3,977 shares — an estimated $620K sold.

Birchcreek Wealth Management first reported a position in FTEC in Q1 2021 and held it in 13 quarters. The position peaked at $3.03M in Q1 2022. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 3,977 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $620K.
  • Birchcreek Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 13 quarters.
  • Birchcreek Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $3.03M in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.