Farmers & Merchants Trust Co of Chambersburg PA’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2024 Q1	–	Sell	-60	Closed	-$3K	–	455
2023 Q4	$3K	Hold	60	–	–	﹤0.01%	397
2023 Q3	$3K	Hold	60	–	–	﹤0.01%	345
2023 Q2	$3K	Hold	60	–	–	﹤0.01%	358
2023 Q1	$3K	Hold	60	–	–	﹤0.01%	331
2022 Q4	$3K	Hold	60	–	–	﹤0.01%	325
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	293
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	329
2022 Q1	$3K	Sell	60 -650	-92%	-$36K	﹤0.01%	294
2021 Q4	$40K	Hold	710	–	–	0.03%	195
2021 Q3	$38K	Hold	710	–	–	0.03%	191
2021 Q2	$37K	Buy	710 +650	+1,083%	+$34K	0.03%	196
2021 Q1	$3K	Buy	+60	New	+$2.77K	﹤0.01%	283

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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 $412K AUM 18.03% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's FNCL Position: Q1 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 60 shares — an estimated $3K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in FNCL in Q1 2021 and held it in 12 quarters. The position peaked at $40K in Q4 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 60 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $3K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 12 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Fidelity MSCI Financials Index ETF position peaked at $40K in Q4 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2024, filed 26 Apr 2024.