Lyell Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lyell Wealth Management’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 Q1	–	Sell	-1,448	Closed	-$208K	–	200
2023 Q4	$208K	Sell	1,448 -596	-29%	-$78.9K	0.02%	188
2023 Q3	$251K	Buy	2,044 +4	+0.2%	+$515	0.03%	158
2023 Q2	$266K	Buy	2,040 +4	+0.2%	+$475	0.03%	163
2023 Q1	$232K	Buy	+2,036	New	+$213K	0.03%	183
2022 Q2	–	Sell	-2,258	Closed	-$278K	–	197
2022 Q1	$278K	Buy	2,258 +4	+0.2%	+$485	0.04%	176
2021 Q4	$305K	Buy	+2,254	New	+$293K	0.03%	165

Other funds holding FTEC

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Lyell Wealth Management's FTEC Position: Q1 2024 in Review

Lyell Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 1,448 shares — an estimated $208K sold.

Lyell Wealth Management first reported a position in FTEC in Q4 2021 and held it in 6 quarters. The position peaked at $305K in Q4 2021. 429 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Lyell Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
Lyell Wealth Management sold 1,448 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $208K.
Lyell Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 6 quarters.
Lyell Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $305K in Q4 2021.
429 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Lyell Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.