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Sequoia Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sequoia Wealth 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
2019
Q4 		$580K Hold
8,005
– – 4.49% 10
2019
Q3 		$519K Buy
+8,005
New +$509K 1.06% 29
2019
Q2 		– Sell
-8,005
Closed -$475K – 62
2019
Q1 		$475K Buy
8,005
+405
+5% +$22.2K 0.39% 47
2018
Q4 		$374K Buy
+7,600
New +$408K 0.37% 45

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sequoia Wealth Management's FTEC Position: Q4 2019 in Review

Sequoia Wealth Management held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q4 2019 at 8,005 shares worth $580K. The position accounts for 4.49% of the portfolio, ranked #10.

Sequoia Wealth Management first reported a position in FTEC in Q4 2018 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold FTEC as of Q4 2019.

  • Sequoia Wealth Management held 8,005 shares of Fidelity MSCI Information Technology Index ETF worth $580K as of Q4 2019.
  • Sequoia Wealth Management left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q4 2019.
  • Fidelity MSCI Information Technology Index ETF made up 4.49% of Sequoia Wealth Management's portfolio in Q4 2019, its #10 holding.
  • Sequoia Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.