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Idaho Trust Bank’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Idaho Trust Bank’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
-17,550
Closed -$2.73M – 97
2024
Q1 		$2.73M Buy
+17,550
New +$2.64M 2.64% 8

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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

Idaho Trust Bank's FTEC Position: Q2 2024 in Review

Idaho Trust Bank sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 17,550 shares — an estimated $2.73M sold.

Idaho Trust Bank first reported a position in FTEC in Q1 2024 and held it in 1 quarter. The position peaked at $2.73M in Q1 2024. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Idaho Trust Bank reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 17,550 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $2.73M.
  • Idaho Trust Bank first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Fidelity MSCI Information Technology Index ETF position peaked at $2.73M in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.