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WMG Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

WMG Financial Advisors’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
2022
Q2 		– Sell
-8,318
Closed -$448K – 154
2022
Q1 		$448K Buy
8,318
+739
+10% +$41K 0.33% 77
2021
Q4 		$424K Buy
+7,579
New +$428K 0.33% 78

Other funds holding FNCL

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WMG Financial Advisors's FNCL Position: Q2 2022 in Review

WMG Financial Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022, closing a stake of 8,318 shares — an estimated $448K sold.

WMG Financial Advisors first reported a position in FNCL in Q4 2021 and held it in 2 quarters. The position peaked at $448K in Q1 2022. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

  • WMG Financial Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 8,318 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $448K.
  • WMG Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $448K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.