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Sanctuary Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$74.7K Sell
1,087
-112
-9% -$7.7K 0.05% 75
2024
Q3 		$76.6K Hold
1,199
– – 0.05% 73
2024
Q2 		$69.5K Sell
1,199
-6
-0.5% -$347 0.05% 73
2024
Q1 		$71.6K Sell
1,205
-304
-20% -$16.9K 0.06% 73
2023
Q4 		$80.8K Buy
1,509
+543
+56% +$26.5K 0.08% 67
2023
Q3 		$45K Buy
966
+554
+134% +$26.8K 0.05% 76
2023
Q2 		$19.4K Buy
+412
New +$18.7K 0.02% 117

Other funds holding FNCL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Sanctuary Wealth Management's FNCL Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 9.3% in Q4 2024, selling an estimated $7.7K and leaving 1,087 shares worth $74.7K. The position accounts for 0.05% of the portfolio, ranked #75.

Sanctuary Wealth Management first reported a position in FNCL in Q2 2023 and has held it in 7 quarters since. The position peaked at $80.8K in Q4 2023. 246 funds tracked by Wall St. Rank hold FNCL as of Q4 2024.

  • Sanctuary Wealth Management held 1,087 shares of Fidelity MSCI Financials Index ETF worth $74.7K as of Q4 2024.
  • Sanctuary Wealth Management sold 112 Fidelity MSCI Financials Index ETF shares in Q4 2024, an estimated $7.7K.
  • Fidelity MSCI Financials Index ETF made up 0.05% of Sanctuary Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Sanctuary Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2023 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $80.8K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.