Leuthold Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Leuthold 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
2023 Q1	–	Sell	-33,546	Closed	-$1.61M	–	207
2022 Q4	$1.61M	Buy	33,546 +10,718	+47%	+$513K	0.22%	127
2022 Q3	$983K	Buy	22,828 +6,294	+38%	+$296K	0.15%	126
2022 Q2	$738K	Buy	16,534 +4,551	+38%	+$222K	0.1%	133
2022 Q1	$649K	Sell	11,983 -7,536	-39%	-$418K	0.08%	129
2021 Q4	$1.09M	Buy	19,519 +7,147	+58%	+$403K	0.13%	125
2021 Q3	$664K	Buy	12,372 +40	+0.3%	+$2.13K	0.08%	123
2021 Q2	$646K	Sell	12,332 -1,495	-11%	-$78.2K	0.08%	128
2021 Q1	$677K	Buy	+13,827	New	+$639K	0.09%	125

Other funds holding FNCL

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

FSC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leuthold Group's FNCL Position: Q1 2023 in Review

Leuthold Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 33,546 shares — an estimated $1.61M sold.

Leuthold Group first reported a position in FNCL in Q1 2021 and held it in 8 quarters. The position peaked at $1.61M in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Leuthold Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Leuthold Group sold 33,546 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $1.61M.
Leuthold Group first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 8 quarters.
Leuthold Group's Fidelity MSCI Financials Index ETF position peaked at $1.61M in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Leuthold Group's 13F filing for Q1 2023, filed 18 Apr 2023.