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Hartline Investment Corp’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Hartline Investment Corp’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
Q2 		– Sell
-30,193
Closed -$4.71M – 223
2024
Q1 		$4.71M Buy
+30,193
New +$4.55M 0.83% 22

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CM
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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 22.96% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Hartline Investment Corp's FTEC Position: Q2 2024 in Review

Hartline Investment Corp sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 30,193 shares — an estimated $4.71M sold.

Hartline Investment Corp first reported a position in FTEC in Q1 2024 and held it in 1 quarter. The position peaked at $4.71M in Q1 2024. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Hartline Investment Corp reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 30,193 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $4.71M.
  • Hartline Investment Corp first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Fidelity MSCI Information Technology Index ETF position peaked at $4.71M in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.