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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FSC

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

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

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mascoma Wealth Management's FNCL Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 433 shares — an estimated $20.2K sold.

Mascoma Wealth Management first reported a position in FNCL in Q1 2021 and held it in 10 quarters. The position peaked at $268K in Q1 2022. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

Mascoma Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 433 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $20.2K.
Mascoma Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 10 quarters.
Mascoma Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $268K in Q1 2022.
192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.