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

Prestige Wealth Management Group’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
2020
Q3 		– Sell
-1
Closed – – 890
2020
Q2 		$0 Buy
+1
New +$32 ﹤0.01% 903

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Prestige Wealth Management Group's FNCL Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2020, closing a stake of 1 share.

Prestige Wealth Management Group first reported a position in FNCL in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 130 funds tracked by Wall St. Rank hold FNCL as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1 Fidelity MSCI Financials Index ETF share in Q3 2020.
  • Prestige Wealth Management Group first reported a position in Fidelity MSCI Financials Index ETF in Q2 2020 and held it in 1 quarter.
  • Prestige Wealth Management Group's Fidelity MSCI Financials Index ETF position peaked at $0 in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.