Strategic Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Strategic Asset 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
2022 Q3	$93K	Sell	1,025 -4	-0.4%	-$416	0.16%	94
2022 Q2	$99K	Hold	1,029	–	–	0.16%	96
2022 Q1	$127K	Sell	1,029 -210	-17%	-$25.5K	0.18%	85
2021 Q4	$168K	Sell	1,239 -824	-40%	-$107K	0.23%	65
2021 Q3	$250K	Buy	+2,063	New	+$253K	0.35%	50

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Asset Management's FTEC Position: Q3 2022 in Review

Strategic Asset Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.39% in Q3 2022, selling an estimated $416 and leaving 1,025 shares worth $93K. The position accounts for 0.16% of the portfolio, ranked #94.

Strategic Asset Management first reported a position in FTEC in Q3 2021 and has held it in 5 quarters since. The position peaked at $250K in Q3 2021. 298 funds tracked by Wall St. Rank hold FTEC as of Q3 2022.

Strategic Asset Management held 1,025 shares of Fidelity MSCI Information Technology Index ETF worth $93K as of Q3 2022.
Strategic Asset Management sold 4 Fidelity MSCI Information Technology Index ETF shares in Q3 2022, an estimated $416.
Fidelity MSCI Information Technology Index ETF made up 0.16% of Strategic Asset Management's portfolio in Q3 2022, its #94 holding.
Strategic Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $250K in Q3 2021.
298 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.