PCS
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Personal CFO Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-31,935
Closed -$5.57M – 518
2024
Q3 		$5.57M Sell
31,935
-3,425
-10% -$579K 0.78% 22
2024
Q2 		$6.06M Sell
35,360
-468
-1% -$74K 0.93% 19
2024
Q1 		$5.58M Sell
35,828
-610
-2% -$91.9K 0.87% 21
2023
Q4 		$5.23M Buy
36,438
+32,669
+867% +$4.33M 0.91% 19
2023
Q3 		$463K Hold
3,769
– – 0.09% 212
2023
Q2 		$492K Buy
3,769
+414
+12% +$49.2K 0.1% 206
2023
Q1 		$382K Sell
3,355
-1
-0% -$105 0.08% 252
2022
Q4 		$317K Sell
3,356
-39,983
-92% -$3.86M 0.07% 276
2022
Q3 		$3.94M Buy
43,339
+93
+0.2% +$9.67K 0.99% 24
2022
Q2 		$4.17M Sell
43,246
-11,638
-21% -$1.24M 0.98% 24
2022
Q1 		$6.75M Buy
54,884
+8,776
+19% +$1.06M 1.33% 15
2021
Q4 		$6.24M Sell
46,108
-969
-2% -$126K 1.17% 16
2021
Q3 		$5.58M Sell
47,077
-8,582
-15% -$1.05M 1.14% 17
2021
Q2 		$6.56M Buy
55,659
+5,750
+12% +$641K 1.34% 16
2021
Q1 		$5.28M Sell
49,909
-1,201
-2% -$128K 1.14% 17
2020
Q4 		$5.34M Buy
51,110
+2,274
+5% +$221K 1.32% 14
2020
Q3 		$4K Buy
48,836
+1,660
+4% +$148K 1.33% 15
2020
Q2 		$3.88M Buy
47,176
+5,023
+12% +$370K 1.15% 15
2020
Q1 		$2.64M Buy
42,153
+38,739
+1,135% +$2.78M 0.95% 24
2019
Q4 		$247K Sell
3,414
-228
-6% -$15.4K 0.07% 268
2019
Q3 		$220K Buy
+3,642
New +$232K 0.09% 255

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Personal CFO Solutions's FTEC Position: Q4 2024 in Review

Personal CFO Solutions sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2024, closing a stake of 31,935 shares — an estimated $5.57M sold.

Personal CFO Solutions first reported a position in FTEC in Q3 2019 and held it in 21 quarters. The position peaked at $6.75M in Q1 2022. 508 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

  • Personal CFO Solutions reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 31,935 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $5.57M.
  • Personal CFO Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Fidelity MSCI Information Technology Index ETF position peaked at $6.75M in Q1 2022.
  • 508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.