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Cahill Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-784
Closed -$42K – 421
2021
Q3 		$42K Buy
+784
New +$41.8K 0.01% 356

Other funds holding FNCL

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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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cahill Financial Advisors's FNCL Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2021, closing a stake of 784 shares — an estimated $42K sold.

Cahill Financial Advisors first reported a position in FNCL in Q3 2021 and held it in 1 quarter. The position peaked at $42K in Q3 2021. 198 funds tracked by Wall St. Rank hold FNCL as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 784 Fidelity MSCI Financials Index ETF shares in Q4 2021, an estimated $42K.
  • Cahill Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $42K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.