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Sachetta’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sachetta’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
Q2 		– Sell
-10
Closed -$1.44K – 1260
2024
Q1 		$1.44K Hold
10
– – ﹤0.01% 810
2023
Q4 		$1.44K Buy
+10
New +$1.32K ﹤0.01% 810

Other funds holding FTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Sachetta's FTEC Position: Q2 2024 in Review

Sachetta sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 10 shares — an estimated $1.44K sold.

Sachetta first reported a position in FTEC in Q4 2023 and held it in 2 quarters. The position peaked at $1.44K in Q1 2024. 433 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

  • Sachetta reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
  • Sachetta sold 10 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $1.44K.
  • Sachetta first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2023 and held it in 2 quarters.
  • Sachetta's Fidelity MSCI Information Technology Index ETF position peaked at $1.44K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

Based on Sachetta's 13F filing for Q2 2024, filed 7 Aug 2024.