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Carolina Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Carolina Wealth 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
Q2 		– Sell
-252
Closed -$12K – 295
2021
Q1 		$12K Buy
+252
New +$11.6K 0.01% 195

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Carolina Wealth Advisors's FNCL Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2021, closing a stake of 252 shares — an estimated $12K sold.

Carolina Wealth Advisors first reported a position in FNCL in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 176 funds tracked by Wall St. Rank hold FNCL as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 252 Fidelity MSCI Financials Index ETF shares in Q2 2021, an estimated $12K.
  • Carolina Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 1 quarter.
  • Carolina Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $12K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.