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Meridian Wealth Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-116
Closed -$6K – 516
2021
Q1 		$6K Buy
+116
New +$5.36K ﹤0.01% 616

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Commonwealth Equity Services
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FIM
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EF
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FSC
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KAS
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Meridian Wealth Partners's FNCL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2021, closing a stake of 116 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in FNCL in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 176 funds tracked by Wall St. Rank hold FNCL as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 116 Fidelity MSCI Financials Index ETF shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Fidelity MSCI Financials Index ETF position peaked at $6K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.