Trust Company of Vermont’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Trust Company of Vermont’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
2023 Q1	–	Sell	-280	Closed	-$13.4K	–	885
2022 Q4	$13.4K	Buy	+280	New	+$13.4K	﹤0.01%	642

Other funds holding FNCL

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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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

KAS

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Trust Company of Vermont's FNCL Position: Q1 2023 in Review

Trust Company of Vermont sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 280 shares — an estimated $13.4K sold.

Trust Company of Vermont first reported a position in FNCL in Q4 2022 and held it in 1 quarter. The position peaked at $13.4K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Trust Company of Vermont reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Trust Company of Vermont sold 280 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $13.4K.
Trust Company of Vermont first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 1 quarter.
Trust Company of Vermont's Fidelity MSCI Financials Index ETF position peaked at $13.4K in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Trust Company of Vermont's 13F filing for Q1 2023, filed 7 Apr 2023.