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Saxony Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Saxony Capital Management’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
Q3 		– Sell
-2,022
Closed -$347K – 140
2024
Q2 		$347K Buy
+2,022
New +$320K 0.38% 72

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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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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 $1.66T AUM 25.57% 1-Year Est. Return

Saxony Capital Management's FTEC Position: Q3 2024 in Review

Saxony Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 2,022 shares — an estimated $347K sold.

Saxony Capital Management first reported a position in FTEC in Q2 2024 and held it in 1 quarter. The position peaked at $347K in Q2 2024. 446 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

  • Saxony Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
  • Saxony Capital Management sold 2,022 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $347K.
  • Saxony Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and held it in 1 quarter.
  • Saxony Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $347K in Q2 2024.
  • 446 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Saxony Capital Management's 13F filing for Q3 2024, filed 22 Oct 2024.