Penserra Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Penserra Capital Management’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 Q3	–	Sell	-153	Closed	-$19K	–	1284
2023 Q2	$19K	Buy	+153	New	+$18.2K	﹤0.01%	1130
2020 Q3	–	Sell	-424	Closed	-$34K	–	972
2020 Q2	$34K	Buy	+424	New	+$31.3K	﹤0.01%	684
2020 Q1	–	Sell	-3,384	Closed	-$245K	–	876
2019 Q4	$245K	Buy	3,384 +1,473	+77%	+$99.8K	0.02%	429
2019 Q3	$121K	Buy	+1,911	New	+$122K	0.01%	509
2018 Q4	–	Sell	-40,094	Closed	-$2.42M	–	681
2018 Q3	$2.42M	Buy	+40,094	New	+$2.35M	0.15%	98
2018 Q2	–	Sell	-30,404	Closed	-$1.58M	–	565
2018 Q1	$1.58M	Buy	+30,404	New	+$1.61M	0.15%	112

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Penserra Capital Management's FTEC Position: Q3 2023 in Review

Penserra Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2023, closing a stake of 153 shares — an estimated $19K sold.

Penserra Capital Management first reported a position in FTEC in Q1 2018 and held it in 6 quarters. The position peaked at $2.42M in Q3 2018. 370 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

Penserra Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2023 after selling out during the quarter.
Penserra Capital Management sold 153 Fidelity MSCI Information Technology Index ETF shares in Q3 2023, an estimated $19K.
Penserra Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and held it in 6 quarters.
Penserra Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $2.42M in Q3 2018.
370 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

Based on Penserra Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.