High Net Worth Advisory Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,400	Closed	-$67.1K	–	324
2022 Q4	$67.1K	Buy	1,400 +1,000	+250%	+$47.8K	0.03%	285
2022 Q3	$17K	Hold	400	–	–	0.01%	473
2022 Q2	$18K	Hold	400	–	–	0.01%	465
2022 Q1	$22K	Buy	+400	New	+$22.2K	0.01%	440

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

High Net Worth Advisory Group's FNCL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 1,400 shares — an estimated $67.1K sold.

High Net Worth Advisory Group first reported a position in FNCL in Q1 2022 and held it in 4 quarters. The position peaked at $67.1K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

High Net Worth Advisory Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,400 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $67.1K.
High Net Worth Advisory Group first reported a position in Fidelity MSCI Financials Index ETF in Q1 2022 and held it in 4 quarters.
High Net Worth Advisory Group's Fidelity MSCI Financials Index ETF position peaked at $67.1K in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.