Cascade Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cascade Investment Advisors’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
2023 Q2	–	Sell	-97	Closed	-$11.1K	–	146
2023 Q1	$11.1K	Buy	+97	New	+$10.1K	0.01%	212
2022 Q3	–	Sell	-97	Closed	-$9.36K	–	143
2022 Q2	$9.36K	Hold	97	–	–	0.01%	221
2022 Q1	$11.9K	Hold	97	–	–	0.01%	236
2021 Q4	$13.1K	Hold	97	–	–	0.01%	231
2021 Q3	$11.5K	Hold	97	–	–	0.01%	228
2021 Q2	$11.4K	Hold	97	–	–	0.01%	228
2021 Q1	$10.3K	Buy	+97	New	+$10.3K	0.01%	235

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Advisors's FTEC Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 97 shares — an estimated $11.1K sold.

Cascade Investment Advisors first reported a position in FTEC in Q1 2021 and held it in 7 quarters. The position peaked at $13.1K in Q4 2021. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

Cascade Investment Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 97 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $11.1K.
Cascade Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 7 quarters.
Cascade Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $13.1K in Q4 2021.
372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.