Elk River Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Elk River Wealth Management’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 Q1	–	Sell	-43,845	Closed	-$2.1M	–	112
2022 Q4	$2.1M	Buy	+43,845	New	+$2.1M	0.51%	45

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elk River Wealth Management's FNCL Position: Q1 2023 in Review

Elk River Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 43,845 shares — an estimated $2.1M sold.

Elk River Wealth Management first reported a position in FNCL in Q4 2022 and held it in 1 quarter. The position peaked at $2.1M in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Elk River Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Elk River Wealth Management sold 43,845 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $2.1M.
Elk River Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 1 quarter.
Elk River Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $2.1M in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Elk River Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.