Global Wealth Management Investment Advisory’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Global Wealth Management Investment Advisory’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	-100	Closed	-$5.36K	–	248
2023 Q4	$5.36K	Hold	100	–	–	﹤0.01%	333
2023 Q3	$4.66K	Hold	100	–	–	﹤0.01%	336
2023 Q2	$4.71K	Buy	+100	New	+$4.54K	﹤0.01%	340
2022 Q3	–	Sell	-100	Closed	-$4K	–	259
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	353
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	365
2021 Q4	$6K	Sell	100 -540	-84%	-$30.5K	﹤0.01%	344
2021 Q3	$34K	Buy	+640	New	+$34.1K	0.01%	224

Other funds holding FNCL

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $546M AUM 24.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Global Wealth Management Investment Advisory's FNCL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 100 shares — an estimated $5.36K sold.

Global Wealth Management Investment Advisory first reported a position in FNCL in Q3 2021 and held it in 7 quarters. The position peaked at $34K in Q3 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $5.36K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Financials Index ETF position peaked at $34K in Q3 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.