PGWM
FNCL icon

Pitti Group Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Pitti Group Wealth Management’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
2023
Q4 		– Sell
-27,571
Closed -$1.28M – 64
2023
Q3 		$1.28M Sell
27,571
-754
-3% -$36.5K 1.47% 20
2023
Q2 		$1.33M Sell
28,325
-1,550
-5% -$70.4K 1.49% 23
2023
Q1 		$1.35M Sell
29,875
-302
-1% -$14.8K 1.5% 19
2022
Q4 		$1.45M Buy
30,177
+145
+0.5% +$6.94K 1.73% 15
2022
Q3 		$1.29M Buy
30,032
+86
+0.3% +$4.04K 1.79% 15
2022
Q2 		$1.34M Sell
29,946
-7
-0% -$342 1.82% 13
2022
Q1 		$1.62M Buy
29,953
+221
+0.7% +$12.3K 1.89% 15
2021
Q4 		$1.66M Buy
+29,732
New +$1.68M 1.86% 15

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.25B AUM 12.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return