Welch Capital Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Welch Capital 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
2023 Q1	–	Sell	-6,125	Closed	-$294K	–	25
2022 Q4	$294K	Hold	6,125	–	–	0.09%	24
2022 Q3	$264K	Hold	6,125	–	–	0.09%	26
2022 Q2	$273K	Hold	6,125	–	–	0.08%	29
2022 Q1	$332K	Hold	6,125	–	–	0.08%	29
2021 Q4	$343K	Buy	+6,125	New	+$346K	0.08%	29

Other funds holding FNCL

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Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

KAS

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

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

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

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

Welch Capital Partners's FNCL Position: Q1 2023 in Review

Welch Capital Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 6,125 shares — an estimated $294K sold.

Welch Capital Partners first reported a position in FNCL in Q4 2021 and held it in 5 quarters. The position peaked at $343K in Q4 2021. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Welch Capital Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 6,125 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $294K.
Welch Capital Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Fidelity MSCI Financials Index ETF position peaked at $343K in Q4 2021.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.