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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pitti Group Wealth Management's FNCL Position: Q4 2023 in Review

Pitti Group Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2023, closing a stake of 27,571 shares — an estimated $1.28M sold.

Pitti Group Wealth Management first reported a position in FNCL in Q4 2021 and held it in 8 quarters. The position peaked at $1.66M in Q4 2021. 192 funds tracked by Wall St. Rank hold FNCL as of Q4 2023.

Pitti Group Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2023 after selling out during the quarter.
Pitti Group Wealth Management sold 27,571 Fidelity MSCI Financials Index ETF shares in Q4 2023, an estimated $1.28M.
Pitti Group Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 8 quarters.
Pitti Group Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $1.66M in Q4 2021.
192 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2023.

Based on Pitti Group Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.