Gradient Investments’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Gradient Investments’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 Q3	–	Sell	-12	Closed	-$671	–	668
2024 Q2	$671	Buy	+12	New	+$695	﹤0.01%	1147
2024 Q1	–	Sell	-23	Closed	-$1.23K	–	1442
2023 Q4	$1.23K	Hold	23	–	–	﹤0.01%	1358
2023 Q3	$1.07K	Hold	23	–	–	﹤0.01%	1352
2023 Q2	$1.08K	Hold	23	–	–	﹤0.01%	1338
2023 Q1	$1.04K	Hold	23	–	–	﹤0.01%	1201
2022 Q4	$1.1K	Buy	+23	New	+$1.1K	﹤0.01%	1179
2022 Q3	–	Sell	-18	Closed	-$1K	–	1402
2022 Q2	$1K	Buy	+18	New	+$880	﹤0.01%	1126
2018 Q3	–	Sell	-203	Closed	-$8K	–	1001
2018 Q2	$8K	Buy	+203	New	+$8.23K	﹤0.01%	648

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

FSC

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

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

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Gradient Investments's FNCL Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2024, closing a stake of 12 shares — an estimated $671 sold.

Gradient Investments first reported a position in FNCL in Q2 2018 and held it in 8 quarters. The position peaked at $8K in Q2 2018. 202 funds tracked by Wall St. Rank hold FNCL as of Q3 2024.

Gradient Investments reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 12 Fidelity MSCI Financials Index ETF shares in Q3 2024, an estimated $671.
Gradient Investments first reported a position in Fidelity MSCI Financials Index ETF in Q2 2018 and held it in 8 quarters.
Gradient Investments's Fidelity MSCI Financials Index ETF position peaked at $8K in Q2 2018.
202 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.