Tucker Asset Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Tucker Asset 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
2023 Q3	–	Sell	-29	Closed	-$1.36K	–	1444
2023 Q2	$1.36K	Hold	29	–	–	﹤0.01%	916
2023 Q1	$1.31K	Buy	+29	New	+$1.42K	﹤0.01%	951

Other funds holding FNCL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $79.5B AUM 27.1% 1-Year Est. Return

CWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Tucker Asset Management's FNCL Position: Q3 2023 in Review

Tucker Asset Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2023, closing a stake of 29 shares — an estimated $1.36K sold.

Tucker Asset Management first reported a position in FNCL in Q1 2023 and held it in 2 quarters. The position peaked at $1.36K in Q2 2023. 177 funds tracked by Wall St. Rank hold FNCL as of Q3 2023.

Tucker Asset Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2023 after selling out during the quarter.
Tucker Asset Management sold 29 Fidelity MSCI Financials Index ETF shares in Q3 2023, an estimated $1.36K.
Tucker Asset Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and held it in 2 quarters.
Tucker Asset Management's Fidelity MSCI Financials Index ETF position peaked at $1.36K in Q2 2023.
177 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2023.

Based on Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.