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Ironwood Wealth Management (West Virginia)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2021
Q3 		– Sell
-125
Closed -$7K – 25
2021
Q2 		$7K Hold
125
– – 0.01% 33
2021
Q1 		$6K Hold
125
– – ﹤0.01% 27
2020
Q4 		$5K Buy
+125
New +$4.78K ﹤0.01% 27

Other funds holding FNCL

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s FNCL Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2021, closing a stake of 125 shares — an estimated $7K sold.

Ironwood Wealth Management (West Virginia) first reported a position in FNCL in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q3 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 125 Fidelity MSCI Financials Index ETF shares in Q3 2021, an estimated $7K.
  • Ironwood Wealth Management (West Virginia) first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and held it in 3 quarters.
  • Ironwood Wealth Management (West Virginia)'s Fidelity MSCI Financials Index ETF position peaked at $7K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.