Sandy Spring Bank’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sandy Spring Bank’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
2022 Q3	–	Sell	-325	Closed	-$31K	–	1150
2022 Q2	$31K	Sell	325 -590	-64%	-$62.9K	﹤0.01%	613
2022 Q1	$113K	Buy	915 +590	+182%	+$71.6K	0.01%	403
2021 Q4	$44K	Buy	+325	New	+$42.2K	﹤0.01%	601
2020 Q3	–	Sell	-1,313	Closed	-$108K	–	950
2020 Q2	$108K	Buy	1,313 +113	+9%	+$8.33K	0.01%	354
2020 Q1	$75K	Buy	1,200 +154	+15%	+$11.1K	0.01%	378
2019 Q4	$76K	Buy	1,046 +135	+15%	+$9.15K	0.01%	408
2019 Q3	$58K	Buy	911 +120	+15%	+$7.64K	﹤0.01%	445
2019 Q2	$49K	Buy	+791	New	+$48.2K	﹤0.01%	466

Other funds holding FTEC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sandy Spring Bank's FTEC Position: Q3 2022 in Review

Sandy Spring Bank sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2022, closing a stake of 325 shares — an estimated $31K sold.

Sandy Spring Bank first reported a position in FTEC in Q2 2019 and held it in 8 quarters. The position peaked at $113K in Q1 2022. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

Sandy Spring Bank reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2022 after selling out during the quarter.
Sandy Spring Bank sold 325 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $31K.
Sandy Spring Bank first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and held it in 8 quarters.
Sandy Spring Bank's Fidelity MSCI Information Technology Index ETF position peaked at $113K in Q1 2022.
298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Sandy Spring Bank's 13F filing for Q3 2022, filed 2 Nov 2022.