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Grey Fox Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-228
Closed -$10.3K – 259
2023
Q1 		$10.3K Buy
+228
New +$11.2K 0.01% 308

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Grey Fox Wealth Advisors's FNCL Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2023, closing a stake of 228 shares — an estimated $10.3K sold.

Grey Fox Wealth Advisors first reported a position in FNCL in Q1 2023 and held it in 1 quarter. The position peaked at $10.3K in Q1 2023. 176 funds tracked by Wall St. Rank hold FNCL as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 228 Fidelity MSCI Financials Index ETF shares in Q2 2023, an estimated $10.3K.
  • Grey Fox Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $10.3K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.