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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return