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Investment Research & Advisory Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Investment Research & 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
2024
Q1 		– Sell
-37
Closed -$1.98K – 217
2023
Q4 		$1.98K Buy
+37
New +$1.8K ﹤0.01% 186

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Investment Research & Advisory Group's FNCL Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 37 shares — an estimated $1.98K sold.

Investment Research & Advisory Group first reported a position in FNCL in Q4 2023 and held it in 1 quarter. The position peaked at $1.98K in Q4 2023. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 37 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $1.98K.
  • Investment Research & Advisory Group first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fidelity MSCI Financials Index ETF position peaked at $1.98K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.