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

Voisard Asset Management Group’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
Q4 		– Sell
-512
Closed -$89.3K – 301
2024
Q3 		$89.3K Buy
+512
New +$86.5K 0.04% 140

Other funds holding FTEC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Voisard Asset Management Group's FTEC Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2024, closing a stake of 512 shares — an estimated $89.3K sold.

Voisard Asset Management Group first reported a position in FTEC in Q3 2024 and held it in 1 quarter. The position peaked at $89.3K in Q3 2024. 510 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 512 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $89.3K.
  • Voisard Asset Management Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Fidelity MSCI Information Technology Index ETF position peaked at $89.3K in Q3 2024.
  • 510 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.