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

Foresight 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
2020 Q3	–	Sell	-6,108	Closed	-$202K	–	107
2020 Q2	$202K	Sell	6,108 -6,100	-50%	-$196K	0.09%	90
2020 Q1	$359K	Hold	12,208	–	–	0.25%	56
2019 Q4	$542K	Hold	12,208	–	–	0.33%	52
2019 Q3	$496K	Hold	12,208	–	–	0.36%	53
2019 Q2	$490K	Buy	+12,208	New	+$482K	0.37%	58

Other funds holding FNCL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

FSC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCI

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Foresight Wealth Management's FNCL Position: Q3 2020 in Review

Foresight Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2020, closing a stake of 6,108 shares — an estimated $202K sold.

Foresight Wealth Management first reported a position in FNCL in Q2 2019 and held it in 5 quarters. The position peaked at $542K in Q4 2019. 129 funds tracked by Wall St. Rank hold FNCL as of Q3 2020.

Foresight Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2020 after selling out during the quarter.
Foresight Wealth Management sold 6,108 Fidelity MSCI Financials Index ETF shares in Q3 2020, an estimated $202K.
Foresight Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2019 and held it in 5 quarters.
Foresight Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $542K in Q4 2019.
129 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.