SIC
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SJS Investment Consulting’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

SJS Investment Consulting’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
2022
Q1 		$11K Sell
200
-205
-51% -$11.4K ﹤0.01% 379
2021
Q4 		$23K Buy
+405
New +$22.9K 0.01% 256

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

SJS Investment Consulting's FNCL Position: Q1 2022 in Review

SJS Investment Consulting reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 51% in Q1 2022, selling an estimated $11.4K and leaving 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

SJS Investment Consulting first reported a position in FNCL in Q4 2021 and has held it in 2 quarters since. The position peaked at $23K in Q4 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2022.

  • SJS Investment Consulting held 200 shares of Fidelity MSCI Financials Index ETF worth $11K as of Q1 2022.
  • SJS Investment Consulting sold 205 Fidelity MSCI Financials Index ETF shares in Q1 2022, an estimated $11.4K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2022, its #379 holding.
  • SJS Investment Consulting first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and has held it in 2 quarters since.
  • SJS Investment Consulting's Fidelity MSCI Financials Index ETF position peaked at $23K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2022.

Based on SJS Investment Consulting's 13F filing for Q1 2022, filed 5 May 2022.