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Sage Financial Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sage Financial 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
2021
Q1 		– Sell
-17,989
Closed -$760K – 69
2020
Q4 		$760K Hold
17,989
– – 0.1% 39
2020
Q3 		$608K Hold
17,989
– – 0.1% 39
2020
Q2 		$596K Buy
+17,989
New +$579K 0.11% 37

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sage Financial Group's FNCL Position: Q1 2021 in Review

Sage Financial Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2021, closing a stake of 17,989 shares — an estimated $760K sold.

Sage Financial Group first reported a position in FNCL in Q2 2020 and held it in 3 quarters. The position peaked at $760K in Q4 2020. 168 funds tracked by Wall St. Rank hold FNCL as of Q1 2021.

  • Sage Financial Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2021 after selling out during the quarter.
  • Sage Financial Group sold 17,989 Fidelity MSCI Financials Index ETF shares in Q1 2021, an estimated $760K.
  • Sage Financial Group first reported a position in Fidelity MSCI Financials Index ETF in Q2 2020 and held it in 3 quarters.
  • Sage Financial Group's Fidelity MSCI Financials Index ETF position peaked at $760K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2021.

Based on Sage Financial Group's 13F filing for Q1 2021, filed 29 Apr 2021.