Romano Brothers & Co’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Romano Brothers & 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
2023 Q1	–	Sell	-700	Closed	-$33.6K	–	529
2022 Q4	$33.6K	Buy	+700	New	+$33.5K	0.01%	530

Other funds holding FNCL

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

FSC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Romano Brothers & Co's FNCL Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 700 shares — an estimated $33.6K sold.

Romano Brothers & Co first reported a position in FNCL in Q4 2022 and held it in 1 quarter. The position peaked at $33.6K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Romano Brothers & Co reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 700 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $33.6K.
Romano Brothers & Co first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Fidelity MSCI Financials Index ETF position peaked at $33.6K in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.