Pinnacle Private Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$1.78M	Sell	39,830 -3,570	-8%	-$174K	0.7%	36
2022 Q1	$2.35M	Buy	43,400 +174	+0.4%	+$9.6K	0.73%	28
2021 Q4	$2.42M	Buy	+43,226	New	+$2.44M	0.76%	26

Other funds holding FNCL

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's FNCL Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 8.2% in Q2 2022, selling an estimated $174K and leaving 39,830 shares worth $1.78M. The position accounts for 0.7% of the portfolio, ranked #36.

Pinnacle Private Wealth first reported a position in FNCL in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

Pinnacle Private Wealth held 39,830 shares of Fidelity MSCI Financials Index ETF worth $1.78M as of Q2 2022.
Pinnacle Private Wealth sold 3,570 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $174K.
Fidelity MSCI Financials Index ETF made up 0.7% of Pinnacle Private Wealth's portfolio in Q2 2022, its #36 holding.
Pinnacle Private Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Fidelity MSCI Financials Index ETF position peaked at $2.42M in Q4 2021.
185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.