Red Door Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Red Door 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
2021 Q3	–	Sell	-647	Closed	-$33K	–	317
2021 Q2	$33K	Buy	+647	New	+$33.9K	0.01%	293

Other funds holding FNCL

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Red Door Wealth Management's FNCL Position: Q3 2021 in Review

Red Door Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2021, closing a stake of 647 shares — an estimated $33K sold.

Red Door Wealth Management first reported a position in FNCL in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q3 2021.

Red Door Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 647 Fidelity MSCI Financials Index ETF shares in Q3 2021, an estimated $33K.
Red Door Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2021 and held it in 1 quarter.
Red Door Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $33K in Q2 2021.
185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.