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Impact Partnership Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-168
Closed -$9.98K – 382
2024
Q1 		$9.98K Hold
168
– – ﹤0.01% 451
2023
Q4 		$9K Hold
168
– – ﹤0.01% 512
2023
Q3 		$7.82K Buy
+168
New +$8.13K ﹤0.01% 628

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Impact Partnership Wealth's FNCL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2024, closing a stake of 168 shares — an estimated $9.98K sold.

Impact Partnership Wealth first reported a position in FNCL in Q3 2023 and held it in 3 quarters. The position peaked at $9.98K in Q1 2024. 188 funds tracked by Wall St. Rank hold FNCL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 168 Fidelity MSCI Financials Index ETF shares in Q2 2024, an estimated $9.98K.
  • Impact Partnership Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Fidelity MSCI Financials Index ETF position peaked at $9.98K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.