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Cutler Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Cutler Group’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
-2,900
Closed -$141K – 3840
2023
Q3 		$135K Buy
2,900
+2,700
+1,350% +$131K 0.01% 960
2023
Q2 		$9K Buy
+200
New +$9.08K ﹤0.01% 2298
2022
Q4 		– Sell
-100
Closed -$4K – 4640
2022
Q3 		$4K Buy
+100
New +$4.7K ﹤0.01% 3771
2022
Q2 		– Sell
-1,200
Closed -$58.6K – 5181
2022
Q1 		$64K Buy
1,200
+800
+200% +$44.4K ﹤0.01% 2046
2021
Q4 		$22K Sell
400
-500
-56% -$28.2K ﹤0.01% 3044
2021
Q3 		$48K Buy
+900
New +$48K ﹤0.01% 2529
2021
Q1 		– Sell
-1,100
Closed -$50.8K – 5847
2020
Q4 		$46K Buy
+1,100
New +$42K ﹤0.01% 2069
2020
Q3 		– Sell
-1,700
Closed -$58.5K – 4846
2020
Q2 		$56K Sell
1,700
-400
-19% -$12.9K ﹤0.01% 1672
2020
Q1 		$61K Buy
2,100
+300
+17% +$11.9K ﹤0.01% 1610
2019
Q4 		$79K Buy
+1,800
New +$76.4K ﹤0.01% 1328
2017
Q3 		– Sell
-400
Closed -$14.7K – 6111
2017
Q2 		$14K Buy
+400
New +$14K ﹤0.01% 3792

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
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
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cutler Group's FNCL Position: Q4 2023 in Review

Cutler Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 2,900 shares — an estimated $141K sold.

Cutler Group first reported a position in FNCL in Q2 2017 and held it in 11 quarters. The position peaked at $135K in Q3 2023. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

  • Cutler Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 2,900 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $141K.
  • Cutler Group first reported a position in Fidelity MSCI Financials Index ETF in Q2 2017 and held it in 11 quarters.
  • Cutler Group's Fidelity MSCI Financials Index ETF position peaked at $135K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.