Tyler-Stone Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-262	Closed	-$44.9K	–	533
2024 Q2	$44.9K	Buy	262 +1	+0.4%	+$158	0.02%	390
2024 Q1	$40.7K	Hold	261	–	–	0.02%	396
2023 Q4	$37.5K	Buy	261 +1	+0.4%	+$132	0.02%	405
2023 Q3	$32K	Hold	260	–	–	0.02%	408
2023 Q2	$34K	Buy	+260	New	+$30.9K	0.02%	396
2022 Q4	$25K	Hold	260	–	–	0.02%	417
2022 Q3	$24K	Hold	260	–	–	0.02%	404
2022 Q2	$25K	Hold	260	–	–	0.02%	413
2022 Q1	$32K	Hold	260	–	–	0.02%	407
2021 Q4	$35K	Buy	+260	New	+$33.7K	0.02%	414

Other funds holding FTEC

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

FSC

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

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

Tyler-Stone Wealth Management's FTEC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2024, closing a stake of 262 shares — an estimated $44.9K sold.

Tyler-Stone Wealth Management first reported a position in FTEC in Q4 2021 and held it in 10 quarters. The position peaked at $44.9K in Q2 2024. 448 funds tracked by Wall St. Rank hold FTEC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 262 Fidelity MSCI Information Technology Index ETF shares in Q3 2024, an estimated $44.9K.
Tyler-Stone Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $44.9K in Q2 2024.
448 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.