Rockbridge Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Rockbridge Investment Management’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 Q1	–	Sell	-70	Closed	-$10.1K	–	307
2023 Q4	$10.1K	Buy	+70	New	+$9.27K	﹤0.01%	403
2022 Q3	–	Sell	-70	Closed	-$6.75K	–	288
2022 Q2	$6.75K	Hold	70	–	–	﹤0.01%	421
2022 Q1	$8.6K	Buy	+70	New	+$8.49K	﹤0.01%	540

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Rockbridge Investment Management's FTEC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2024, closing a stake of 70 shares — an estimated $10.1K sold.

Rockbridge Investment Management first reported a position in FTEC in Q1 2022 and held it in 3 quarters. The position peaked at $10.1K in Q4 2023. 430 funds tracked by Wall St. Rank hold FTEC as of Q1 2024.

Rockbridge Investment Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 70 Fidelity MSCI Information Technology Index ETF shares in Q1 2024, an estimated $10.1K.
Rockbridge Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and held it in 3 quarters.
Rockbridge Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $10.1K in Q4 2023.
430 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.