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LGT Financial Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

LGT Financial Advisors’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$509 – 809
2024
Q1 		$509 Buy
+3
New +$452 ﹤0.01% 762

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CM
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Envestnet Asset Management
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FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LGT Financial Advisors's FTEC Position: Q2 2024 in Review

LGT Financial Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 3 shares — an estimated $509 sold.

LGT Financial Advisors first reported a position in FTEC in Q1 2024 and held it in 1 quarter. The position peaked at $509 in Q1 2024. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • LGT Financial Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 3 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $509.
  • LGT Financial Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2024 and held it in 1 quarter.
  • LGT Financial Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $509 in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.