Plante Moran Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Plante Moran Financial Advisors’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
2024 Q4	–	Sell	-120	Closed	-$7.66K	–	942
2024 Q3	$7.66K	Hold	120	–	–	﹤0.01%	632
2024 Q2	$6.95K	Hold	120	–	–	﹤0.01%	615
2024 Q1	$7.13K	Hold	120	–	–	﹤0.01%	649
2023 Q4	$6.43K	Hold	120	–	–	﹤0.01%	618
2023 Q3	$5.59K	Hold	120	–	–	﹤0.01%	592
2023 Q2	$5.65K	Buy	+120	New	+$5.45K	﹤0.01%	625
2022 Q4	–	Sell	-219	Closed	-$10.5K	–	901
2022 Q3	$9K	Hold	219	–	–	﹤0.01%	598
2022 Q2	$10K	Hold	219	–	–	﹤0.01%	609
2022 Q1	$12K	Sell	219 -18	-8%	-$998	﹤0.01%	576
2021 Q4	$13K	Hold	237	–	–	﹤0.01%	633
2021 Q3	$13K	Buy	237 +28	+13%	+$1.49K	﹤0.01%	645
2021 Q2	$11K	Buy	209 +63	+43%	+$3.3K	﹤0.01%	663
2021 Q1	$7K	Hold	146	–	–	﹤0.01%	708
2020 Q4	$6K	Hold	146	–	–	﹤0.01%	679
2020 Q3	$5K	Buy	146 +14	+11%	+$482	﹤0.01%	688
2020 Q2	$4K	Sell	132 -195	-60%	-$6.27K	﹤0.01%	614
2020 Q1	$10K	Hold	327	–	–	﹤0.01%	495
2019 Q4	$15K	Buy	+327	New	+$13.9K	0.01%	501

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Plante Moran Financial Advisors's FNCL Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2024, closing a stake of 120 shares — an estimated $7.66K sold.

Plante Moran Financial Advisors first reported a position in FNCL in Q4 2019 and held it in 18 quarters. The position peaked at $15K in Q4 2019. 249 funds tracked by Wall St. Rank hold FNCL as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 120 Fidelity MSCI Financials Index ETF shares in Q4 2024, an estimated $7.66K.
Plante Moran Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 18 quarters.
Plante Moran Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $15K in Q4 2019.
249 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.