MSWM
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McGlone Suttner Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1,900
Closed -$102K – 405
2023
Q4 		$102K Buy
+1,900
New +$92.6K 0.02% 212

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
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
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

McGlone Suttner Wealth Management's FNCL Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 1,900 shares — an estimated $102K sold.

McGlone Suttner Wealth Management first reported a position in FNCL in Q4 2023 and held it in 1 quarter. The position peaked at $102K in Q4 2023. 195 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,900 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $102K.
  • McGlone Suttner Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $102K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.