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Triad Wealth Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-300
Closed -$17.4K – 350
2024
Q2 		$17.4K Buy
+300
New +$17.4K 0.01% 370

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Triad Wealth Partners's FNCL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2024, closing a stake of 300 shares — an estimated $17.4K sold.

Triad Wealth Partners first reported a position in FNCL in Q2 2024 and held it in 1 quarter. The position peaked at $17.4K in Q2 2024. 202 funds tracked by Wall St. Rank hold FNCL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 300 Fidelity MSCI Financials Index ETF shares in Q3 2024, an estimated $17.4K.
  • Triad Wealth Partners first reported a position in Fidelity MSCI Financials Index ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Fidelity MSCI Financials Index ETF position peaked at $17.4K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.