Destiny Wealth Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Destiny Wealth Partners’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
2022 Q3	–	Sell	-211	Closed	-$9K	–	589
2022 Q2	$9K	Sell	211 -196,529	-100%	-$9.61M	﹤0.01%	443
2022 Q1	$10.7M	Buy	196,740 +77,754	+65%	+$4.31M	2.07%	13
2021 Q4	$6.65M	Buy	118,986 +3,228	+3%	+$182K	1.28%	30
2021 Q3	$6.21M	Buy	115,758 +6,271	+6%	+$335K	1.25%	28
2021 Q2	$5.73M	Buy	109,487 +10,473	+11%	+$548K	1.1%	33
2021 Q1	$4.85M	Buy	99,014 +98,177	+11,730%	+$4.53M	1.01%	36
2020 Q4	$35K	Buy	+837	New	+$32K	0.01%	317

Other funds holding FNCL

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

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

Destiny Wealth Partners's FNCL Position: Q3 2022 in Review

Destiny Wealth Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2022, closing a stake of 211 shares — an estimated $9K sold.

Destiny Wealth Partners first reported a position in FNCL in Q4 2020 and held it in 7 quarters. The position peaked at $10.7M in Q1 2022. 182 funds tracked by Wall St. Rank hold FNCL as of Q3 2022.

Destiny Wealth Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2022 after selling out during the quarter.
Destiny Wealth Partners sold 211 Fidelity MSCI Financials Index ETF shares in Q3 2022, an estimated $9K.
Destiny Wealth Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and held it in 7 quarters.
Destiny Wealth Partners's Fidelity MSCI Financials Index ETF position peaked at $10.7M in Q1 2022.
182 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2022.

Based on Destiny Wealth Partners's 13F filing for Q3 2022, filed 25 Oct 2022.