MWM
FNCL icon

Mascoma Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Mascoma Wealth Management’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
-433
Closed -$20.2K – 486
2023
Q3 		$20.2K Hold
433
– – 0.01% 274
2023
Q2 		$21.4K Hold
433
– – 0.01% 264
2023
Q1 		$20K Sell
433
-1,473
-77% -$72.2K 0.01% 341
2022
Q4 		$91.4K Hold
1,906
– – 0.03% 171
2022
Q3 		$82K Hold
1,906
– – 0.03% 182
2022
Q2 		$85K Sell
1,906
-3,050
-62% -$149K 0.03% 186
2022
Q1 		$268K Buy
4,956
+4,356
+726% +$242K 0.09% 105
2021
Q4 		$34K Hold
600
– – 0.01% 263
2021
Q3 		$32K Buy
+600
New +$32K 0.01% 246
2021
Q2 		– Sell
-500
Closed -$24K – 230
2021
Q1 		$24K Buy
+500
New +$23.1K 0.01% 275

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return