Parametric Portfolio Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$3.19M	Buy	25,959 +4,987	+24%	+$605K	﹤0.01%	2144
2021 Q4	$2.84M	Buy	20,972 +6,491	+45%	+$843K	﹤0.01%	2229
2021 Q3	$1.72M	Buy	14,481 +3,334	+30%	+$408K	﹤0.01%	2520
2021 Q2	$1.31M	Buy	11,147 +460	+4%	+$51.3K	﹤0.01%	2654
2021 Q1	$1.13M	Buy	10,687 +1,640	+18%	+$174K	﹤0.01%	3103
2020 Q4	$945K	Buy	9,047 +3,726	+70%	+$362K	﹤0.01%	3079
2020 Q3	$490K	Buy	+5,321	New	+$474K	﹤0.01%	3293
2018 Q4	–	Sell	-72,003	Closed	-$4.34M	–	3922
2018 Q3	$4.34M	Hold	72,003	–	–	﹤0.01%	2143
2018 Q2	$3.98M	Buy	+72,003	New	+$3.93M	﹤0.01%	2151

Other funds holding FTEC

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

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

FSC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Parametric Portfolio Associates's FTEC Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 24% in Q1 2022, buying an estimated $605K and bringing the position to 25,959 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Parametric Portfolio Associates first reported a position in FTEC in Q2 2018 and has held it in 9 quarters since. The position peaked at $4.34M in Q3 2018. 330 funds tracked by Wall St. Rank hold FTEC as of Q1 2022.

Parametric Portfolio Associates held 25,959 shares of Fidelity MSCI Information Technology Index ETF worth $3.19M as of Q1 2022.
Parametric Portfolio Associates bought 4,987 Fidelity MSCI Information Technology Index ETF shares in Q1 2022, an estimated $605K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2144 holding.
Parametric Portfolio Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and has held it in 9 quarters since.
Parametric Portfolio Associates's Fidelity MSCI Information Technology Index ETF position peaked at $4.34M in Q3 2018.
330 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.