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Bouvel Investment Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bouvel Investment Partners’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
2024
Q1 		– Sell
-24,402
Closed -$1.31M – 77
2023
Q4 		$1.31M Sell
24,402
-50
-0.2% -$2.44K 0.61% 62
2023
Q3 		$1.14M Sell
24,452
-452
-2% -$21.9K 0.62% 59
2023
Q2 		$1.17M Sell
24,904
-267
-1% -$12.1K 0.64% 55
2023
Q1 		$1.14M Sell
25,171
-57,032
-69% -$2.79M 0.66% 53
2022
Q4 		$3.94M Buy
82,203
+7
+0% +$335 2.54% 7
2022
Q3 		$3.54M Sell
82,196
-156
-0.2% -$7.33K 2.36% 11
2022
Q2 		$3.67M Sell
82,352
-635
-0.8% -$31K 2.77% 9
2022
Q1 		$4.49M Buy
82,987
+946
+1% +$52.5K 2.74% 8
2021
Q4 		$4.59M Buy
82,041
+1,459
+2% +$82.4K 2.57% 9
2021
Q3 		$4.33M Buy
80,582
+1,203
+2% +$64.2K 2.45% 11
2021
Q2 		$4.16M Buy
79,379
+24,037
+43% +$1.26M 2.35% 9
2021
Q1 		$2.71M Buy
+55,342
New +$2.56M 1.74% 29

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bouvel Investment Partners's FNCL Position: Q1 2024 in Review

Bouvel Investment Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 24,402 shares — an estimated $1.31M sold.

Bouvel Investment Partners first reported a position in FNCL in Q1 2021 and held it in 12 quarters. The position peaked at $4.59M in Q4 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • Bouvel Investment Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bouvel Investment Partners sold 24,402 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $1.31M.
  • Bouvel Investment Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 12 quarters.
  • Bouvel Investment Partners's Fidelity MSCI Financials Index ETF position peaked at $4.59M in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Bouvel Investment Partners's 13F filing for Q1 2024, filed 16 Apr 2024.