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Gunn & Company Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Gunn & Company Investment Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,207
Closed -$207K – 87
2024
Q2 		$207K Buy
+1,207
New +$191K 0.01% 141

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

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

Gunn & Company Investment Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 1,207 shares — an estimated $207K sold.

Gunn & Company Investment Management first reported a position in FTEC in Q2 2024 and held it in 1 quarter. The position peaked at $207K in Q2 2024. 447 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 1,207 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $207K.
  • Gunn & Company Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $207K in Q2 2024.
  • 447 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

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