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Gunn & Company Investment Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Gunn & Company Investment 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
2024
Q3 		– Sell
-4,071
Closed -$236K – 86
2024
Q2 		$236K Buy
+4,071
New +$236K 0.01% 134
2024
Q1 		– Sell
-4,426
Closed -$237K – 85
2023
Q4 		$237K Buy
+4,426
New +$216K 0.02% 123

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Gunn & Company Investment Management's FNCL Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2024, closing a stake of 4,071 shares — an estimated $236K sold.

Gunn & Company Investment Management first reported a position in FNCL in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 201 funds tracked by Wall St. Rank hold FNCL as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 4,071 Fidelity MSCI Financials Index ETF shares in Q3 2024, an estimated $236K.
  • Gunn & Company Investment Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Fidelity MSCI Financials Index ETF position peaked at $237K in Q4 2023.
  • 201 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.