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PrairieView Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

PrairieView Partners’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
Q3 		– Sell
-3
Closed – – 377
2024
Q2 		$0 Hold
3
– – ﹤0.01% 379
2024
Q1 		$1K Hold
3
– – ﹤0.01% 360
2023
Q4 		$0 Hold
3
– – ﹤0.01% 379
2023
Q3 		$0 Hold
3
– – ﹤0.01% 411
2023
Q2 		$0 Hold
3
– – ﹤0.01% 450
2023
Q1 		$0 Hold
3
– – ﹤0.01% 441
2022
Q4 		$0 Hold
3
– – ﹤0.01% 468
2022
Q3 		$0 Hold
3
– – ﹤0.01% 447
2022
Q2 		$0 Hold
3
– – ﹤0.01% 457
2022
Q1 		$0 Hold
3
– – ﹤0.01% 455
2021
Q4 		$0 Hold
3
– – ﹤0.01% 424
2021
Q3 		$0 Hold
3
– – ﹤0.01% 376
2021
Q2 		$0 Hold
3
– – ﹤0.01% 361
2021
Q1 		$0 Buy
+3
New +$319 ﹤0.01% 362

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PrairieView Partners's FTEC Position: Q3 2024 in Review

PrairieView Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 3 shares.

PrairieView Partners first reported a position in FTEC in Q1 2021 and held it in 14 quarters. The position peaked at $1K in Q1 2024. 446 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • PrairieView Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
  • PrairieView Partners sold 3 Fidelity MSCI Information Technology Index ETF shares in Q3 2024.
  • PrairieView Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2021 and held it in 14 quarters.
  • PrairieView Partners's Fidelity MSCI Information Technology Index ETF position peaked at $1K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.