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Richard C. Young & Co’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Richard C. Young & Co’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
Q1 		– Sell
-44,638
Closed -$2.39M – 79
2023
Q4 		$2.39M Buy
+44,638
New +$2.17M 0.32% 61

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
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
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Richard C. Young & Co's FNCL Position: Q1 2024 in Review

Richard C. Young & Co sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 44,638 shares — an estimated $2.39M sold.

Richard C. Young & Co first reported a position in FNCL in Q4 2023 and held it in 1 quarter. The position peaked at $2.39M in Q4 2023. 195 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • Richard C. Young & Co reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • Richard C. Young & Co sold 44,638 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $2.39M.
  • Richard C. Young & Co first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 1 quarter.
  • Richard C. Young & Co's Fidelity MSCI Financials Index ETF position peaked at $2.39M in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Richard C. Young & Co's 13F filing for Q1 2024, filed 8 May 2024.