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Stone House Investment Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Stone House Investment Management’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
2024
Q1 		– Sell
-149
Closed -$8K – 413
2023
Q4 		$8K Sell
149
-260
-64% -$12.7K ﹤0.01% 172
2023
Q3 		$19.1K Buy
+409
New +$19.8K 0.01% 123
2023
Q2 		– Sell
-2,226
Closed -$100K – 344
2023
Q1 		$100K Buy
+2,226
New +$109K 0.03% 63
2022
Q1 		– Sell
-78,969
Closed -$4.42M – 49
2021
Q4 		$4.42M Sell
78,969
-33,064
-30% -$1.87M 1.51% 16
2021
Q3 		$5.87M Hold
112,033
– – 2.29% 14
2021
Q2 		$5.87M Buy
+112,033
New +$5.86M 2.29% 14
2018
Q4 		– Sell
-12,317
Closed -$497K – 51
2018
Q3 		$497K Sell
12,317
-308
-2% -$12.7K 0.29% 40
2018
Q2 		$495K Buy
12,625
+266
+2% +$10.8K 0.32% 32
2018
Q1 		$499K Buy
12,359
+1,516
+14% +$63.6K 0.32% 31
2017
Q4 		$442K Sell
10,843
-161
-1% -$6.35K 0.3% 28
2017
Q3 		$418K Sell
11,004
-441
-4% -$16.2K 0.3% 31
2017
Q2 		$416K Buy
11,445
+65
+0.6% +$2.28K 0.3% 32
2017
Q1 		$400K Sell
11,380
-194
-2% -$6.88K 0.3% 31
2016
Q4 		$400K Buy
+11,574
New +$368K 0.34% 29

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stone House Investment Management's FNCL Position: Q1 2024 in Review

Stone House Investment Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 149 shares — an estimated $8K sold.

Stone House Investment Management first reported a position in FNCL in Q4 2016 and held it in 14 quarters. The position peaked at $5.87M in Q3 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

  • Stone House Investment Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
  • Stone House Investment Management sold 149 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $8K.
  • Stone House Investment Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2016 and held it in 14 quarters.
  • Stone House Investment Management's Fidelity MSCI Financials Index ETF position peaked at $5.87M in Q3 2021.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.