Safeguard Investment Advisory Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Safeguard Investment Advisory Group’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	-8,186	Closed	-$393K	–	103
2022 Q4	$393K	Sell	8,186 -576	-7%	-$27.6K	0.24%	56
2022 Q3	$377K	Buy	8,762 +2,048	+31%	+$96.3K	0.26%	56
2022 Q2	$363K	Hold	6,714	–	–	0.22%	65
2022 Q1	$363K	Buy	6,714 +1,602	+31%	+$88.8K	0.25%	57
2021 Q4	$285K	Buy	+5,112	New	+$289K	0.17%	76

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

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

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

KAS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Safeguard Investment Advisory Group's FNCL Position: Q1 2023 in Review

Safeguard Investment Advisory Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 8,186 shares — an estimated $393K sold.

Safeguard Investment Advisory Group first reported a position in FNCL in Q4 2021 and held it in 5 quarters. The position peaked at $393K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Safeguard Investment Advisory Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Safeguard Investment Advisory Group sold 8,186 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $393K.
Safeguard Investment Advisory Group first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 5 quarters.
Safeguard Investment Advisory Group's Fidelity MSCI Financials Index ETF position peaked at $393K in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.