Householder Group Estate & Retirement Specialist’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-24	Closed	-$1.12K	–	1202
2023 Q3	$1.12K	Buy	+24	New	+$1.16K	﹤0.01%	1130

Other funds holding FNCL

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FSC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.25B AUM 12.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FNCL Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 24 shares — an estimated $1.12K sold.

Householder Group Estate & Retirement Specialist first reported a position in FNCL in Q3 2023 and held it in 1 quarter. The position peaked at $1.12K in Q3 2023. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 24 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $1.12K.
Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Financials Index ETF in Q3 2023 and held it in 1 quarter.
Householder Group Estate & Retirement Specialist's Fidelity MSCI Financials Index ETF position peaked at $1.12K in Q3 2023.
192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.