Impact Partnership Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Impact Partnership Wealth’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	-429	Closed	-$66.9K	–	387
2024 Q1	$66.9K	Hold	429	–	–	0.03%	293
2023 Q4	$61.6K	Sell	429 -15	-3%	-$1.99K	0.02%	295
2023 Q3	$54.6K	Buy	444 +372	+517%	+$47.9K	0.02%	385
2023 Q2	$9.41K	Buy	+72	New	+$8.55K	﹤0.01%	427

Other funds holding FTEC

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FSC

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 429 shares — an estimated $66.9K sold.

Impact Partnership Wealth first reported a position in FTEC in Q2 2023 and held it in 4 quarters. The position peaked at $66.9K in Q1 2024. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

Impact Partnership Wealth reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 429 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $66.9K.
Impact Partnership Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $66.9K in Q1 2024.
433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

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