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Evergreen Private Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Evergreen Private Wealth’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-140
Closed -$20.1K – 215
2023
Q4 		$20.1K Buy
+140
New +$18.5K 0.01% 147

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Evergreen Private Wealth's FTEC Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 140 shares — an estimated $20.1K sold.

Evergreen Private Wealth first reported a position in FTEC in Q4 2023 and held it in 1 quarter. The position peaked at $20.1K in Q4 2023. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 140 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $20.1K.
  • Evergreen Private Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $20.1K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.