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

Crewe 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
2023 Q4	–	Sell	-59	Closed	-$2.75K	–	524
2023 Q3	$2.75K	Hold	59	–	–	﹤0.01%	324
2023 Q2	$2.78K	Buy	59 +43	+269%	+$1.95K	﹤0.01%	514
2023 Q1	$722	Hold	16	–	–	﹤0.01%	772
2022 Q4	$767	Hold	16	–	–	﹤0.01%	945
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1144
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	1065
2022 Q1	$1K	Buy	+16	New	+$887	﹤0.01%	455

Other funds holding FNCL

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Crewe Advisors's FNCL Position: Q4 2023 in Review

Crewe Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 59 shares — an estimated $2.75K sold.

Crewe Advisors first reported a position in FNCL in Q1 2022 and held it in 7 quarters. The position peaked at $2.78K in Q2 2023. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

Crewe Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 59 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $2.75K.
Crewe Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2022 and held it in 7 quarters.
Crewe Advisors's Fidelity MSCI Financials Index ETF position peaked at $2.78K in Q2 2023.
192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.