Core Wealth Advisors (Florida)’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-140	Closed	-$21.8K	–	115
2024 Q1	$21.8K	Hold	140	–	–	0.01%	143
2023 Q4	$20.1K	Hold	140	–	–	0.01%	138
2023 Q3	$17.2K	Hold	140	–	–	0.01%	120
2023 Q2	$18.3K	Hold	140	–	–	0.01%	121
2023 Q1	$16K	Hold	140	–	–	0.01%	124
2022 Q4	$13.2K	Hold	140	–	–	0.01%	142
2022 Q3	$13K	Hold	140	–	–	0.01%	126
2022 Q2	$14K	Hold	140	–	–	0.01%	125
2022 Q1	$17K	Hold	140	–	–	0.01%	126
2021 Q4	$19K	Hold	140	–	–	0.01%	132
2021 Q3	$17K	Hold	140	–	–	0.01%	117
2021 Q2	$16K	Hold	140	–	–	0.01%	112
2021 Q1	$15K	Hold	140	–	–	0.01%	104
2020 Q4	$15K	Hold	140	–	–	0.01%	104
2020 Q3	$13K	Hold	140	–	–	0.01%	93
2020 Q2	$12K	Buy	+140	New	+$10.3K	0.01%	86

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

FSC

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

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s FTEC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 140 shares — an estimated $21.8K sold.

Core Wealth Advisors (Florida) first reported a position in FTEC in Q2 2020 and held it in 16 quarters. The position peaked at $21.8K in Q1 2024. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 140 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $21.8K.
Core Wealth Advisors (Florida) first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2020 and held it in 16 quarters.
Core Wealth Advisors (Florida)'s Fidelity MSCI Information Technology Index ETF position peaked at $21.8K in Q1 2024.
433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.