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Moisand Fitzgerald Tamayo’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Moisand Fitzgerald Tamayo’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
-282
Closed -$13.1K – 713
2023
Q3 		$13.1K Buy
+282
New +$13.6K ﹤0.01% 309

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FNCL Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 282 shares — an estimated $13.1K sold.

Moisand Fitzgerald Tamayo first reported a position in FNCL in Q3 2023 and held it in 1 quarter. The position peaked at $13.1K in Q3 2023. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 282 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $13.1K.
  • Moisand Fitzgerald Tamayo first reported a position in Fidelity MSCI Financials Index ETF in Q3 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Fidelity MSCI Financials Index ETF position peaked at $13.1K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.