Cerity Partners OCIO’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cerity Partners OCIO’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
2022 Q2	–	Sell	-2,170	Closed	-$267K	–	430
2022 Q1	$267K	Sell	2,170 -1,000	-32%	-$121K	0.01%	373
2021 Q4	$429K	Sell	3,170 -1,950	-38%	-$253K	0.01%	329
2021 Q3	$607K	Hold	5,120	–	–	0.02%	287
2021 Q2	$603K	Buy	+5,120	New	+$571K	0.02%	281

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

FSC

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners OCIO's FTEC Position: Q2 2022 in Review

Cerity Partners OCIO sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2022, closing a stake of 2,170 shares — an estimated $267K sold.

Cerity Partners OCIO first reported a position in FTEC in Q2 2021 and held it in 4 quarters. The position peaked at $607K in Q3 2021. 309 funds tracked by Wall St. Rank hold FTEC as of Q2 2022.

Cerity Partners OCIO reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2022 after selling out during the quarter.
Cerity Partners OCIO sold 2,170 Fidelity MSCI Information Technology Index ETF shares in Q2 2022, an estimated $267K.
Cerity Partners OCIO first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2021 and held it in 4 quarters.
Cerity Partners OCIO's Fidelity MSCI Information Technology Index ETF position peaked at $607K in Q3 2021.
309 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.