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Jaffetilchin Investment Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-275
Closed -$17.6K – 694
2024
Q3 		$17.6K Buy
+275
New +$16.9K ﹤0.01% 796

Other funds holding FNCL

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Jaffetilchin Investment Partners's FNCL Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2024, closing a stake of 275 shares — an estimated $17.6K sold.

Jaffetilchin Investment Partners first reported a position in FNCL in Q3 2024 and held it in 1 quarter. The position peaked at $17.6K in Q3 2024. 249 funds tracked by Wall St. Rank hold FNCL as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 275 Fidelity MSCI Financials Index ETF shares in Q4 2024, an estimated $17.6K.
  • Jaffetilchin Investment Partners first reported a position in Fidelity MSCI Financials Index ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Fidelity MSCI Financials Index ETF position peaked at $17.6K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.