Kistler-Tiffany Companies’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$81.5K	Buy	1,731 +1	+0.1%	+$45	0.01%	427
2023 Q1	$78K	Buy	1,730 +2	+0.1%	+$98	0.01%	384
2022 Q4	$82.9K	Buy	1,728 +1	+0.1%	+$48	0.02%	367
2022 Q3	$74K	Buy	1,727 +249	+17%	+$11.7K	0.02%	319
2022 Q2	$66K	Hold	1,478	–	–	0.01%	345
2022 Q1	$80K	Hold	1,478	–	–	0.02%	329
2021 Q4	$83K	Hold	1,478	–	–	0.02%	317
2021 Q3	$79K	Sell	1,478 -6,820	-82%	-$364K	0.02%	307
2021 Q2	$434K	Hold	8,298	–	–	0.1%	121
2021 Q1	$406K	Buy	8,298 +3,015	+57%	+$139K	0.1%	118
2020 Q4	$223K	Hold	5,283	–	–	0.06%	156
2020 Q3	$179K	Hold	5,283	–	–	0.06%	156
2020 Q2	$175K	Sell	5,283 -925	-15%	-$29.8K	0.06%	146
2020 Q1	$276K	Hold	6,208	–	–	0.1%	119
2019 Q4	$276K	Buy	6,208 +1	+0%	+$42	0.1%	123
2019 Q3	$252K	Sell	6,207 -1,226	-16%	-$49.2K	0.1%	124
2019 Q2	$298K	Buy	7,433 +5,955	+403%	+$235K	0.11%	112
2019 Q1	$55K	Hold	1,478	–	–	0.02%	236
2018 Q4	$51K	Hold	1,478	–	–	0.02%	228
2018 Q3	$60K	Hold	1,478	–	–	0.02%	231
2018 Q2	$58K	Sell	1,478 -6,928	-82%	-$281K	0.03%	233
2018 Q1	$340K	Hold	8,406	–	–	0.14%	103
2017 Q4	$343K	Hold	8,406	–	–	0.14%	107
2017 Q3	$319K	Hold	8,406	–	–	0.13%	102
2017 Q2	$305K	Hold	8,406	–	–	0.14%	100
2017 Q1	$295K	Hold	8,406	–	–	0.14%	99
2016 Q4	$291K	Hold	8,406	–	–	0.14%	101
2016 Q3	$242K	Hold	8,406	–	–	0.12%	107
2016 Q2	$231K	Hold	8,406	–	–	0.12%	106
2016 Q1	$227K	Buy	8,406 +1,478	+21%	+$38.3K	0.13%	109
2015 Q4	$196K	Buy	+6,928	New	+$197K	0.11%	119

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FSC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's FNCL Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.06% in Q2 2023, buying an estimated $45 and bringing the position to 1,731 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #427.

Kistler-Tiffany Companies first reported a position in FNCL in Q4 2015 and has held it in 31 quarters since. The position peaked at $434K in Q2 2021. 177 funds tracked by Wall St. Rank hold FNCL as of Q2 2023.

Kistler-Tiffany Companies held 1,731 shares of Fidelity MSCI Financials Index ETF worth $81.5K as of Q2 2023.
Kistler-Tiffany Companies bought 1 Fidelity MSCI Financials Index ETF share in Q2 2023, an estimated $45.
Fidelity MSCI Financials Index ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #427 holding.
Kistler-Tiffany Companies first reported a position in Fidelity MSCI Financials Index ETF in Q4 2015 and has held it in 31 quarters since.
Kistler-Tiffany Companies's Fidelity MSCI Financials Index ETF position peaked at $434K in Q2 2021.
177 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.