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Okabena Investment Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Okabena Investment Services’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,212
Closed -$58.9K – 183
2023
Q1 		$58.9K Buy
2,212
+2,168
+4,927% +$227K 0.04% 71
2022
Q4 		$4.16K Buy
+44
New +$4.25K ﹤0.01% 165

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Okabena Investment Services's FTEC Position: Q2 2023 in Review

Okabena Investment Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2023, closing a stake of 2,212 shares — an estimated $58.9K sold.

Okabena Investment Services first reported a position in FTEC in Q4 2022 and held it in 2 quarters. The position peaked at $58.9K in Q1 2023. 372 funds tracked by Wall St. Rank hold FTEC as of Q2 2023.

  • Okabena Investment Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 2,212 Fidelity MSCI Information Technology Index ETF shares in Q2 2023, an estimated $58.9K.
  • Okabena Investment Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Fidelity MSCI Information Technology Index ETF position peaked at $58.9K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.