Loring Wolcott & Coolidge Fiduciary Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q4	–	Sell	-881	Closed	-$41.1K	–	569
2023 Q3	$41.1K	Hold	881	–	–	﹤0.01%	437
2023 Q2	$41.5K	Buy	+881	New	+$40K	﹤0.01%	445

Other funds holding FNCL

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FSC

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

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.25B AUM 12.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FNCL Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 881 shares — an estimated $41.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FNCL in Q2 2023 and held it in 2 quarters. The position peaked at $41.5K in Q2 2023. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 881 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $41.1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2023 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Fidelity MSCI Financials Index ETF position peaked at $41.5K in Q2 2023.
192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.