Sonora Investment Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Sonora Investment 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
2020 Q4	–	Sell	-262	Closed	-$24K	–	1719
2020 Q3	$24K	Buy	+262	New	+$23.3K	﹤0.01%	831
2019 Q4	–	Sell	-493	Closed	-$31K	–	1687
2019 Q3	$31K	Buy	+493	New	+$31.4K	﹤0.01%	669

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Sonora Investment Management's FTEC Position: Q4 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2020, closing a stake of 262 shares — an estimated $24K sold.

Sonora Investment Management first reported a position in FTEC in Q3 2019 and held it in 2 quarters. The position peaked at $31K in Q3 2019. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

Sonora Investment Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 262 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $24K.
Sonora Investment Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2019 and held it in 2 quarters.
Sonora Investment Management's Fidelity MSCI Information Technology Index ETF position peaked at $31K in Q3 2019.
290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.