Zimmermann Investment Management & Planning’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Zimmermann Investment Management & Planning’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	-1,680	Closed	-$293K	–	45
2024 Q3	$293K	Hold	1,680	–	–	0.09%	114
2024 Q2	$288K	Sell	1,680 -7	-0.4%	-$1.11K	0.1%	111
2024 Q1	$263K	Sell	1,687 -13	-0.8%	-$1.96K	0.09%	117
2023 Q4	$244K	Hold	1,700	–	–	0.1%	108
2023 Q3	$209K	Sell	1,700 -71	-4%	-$9.13K	0.1%	100
2023 Q2	$231K	Buy	+1,771	New	+$210K	0.11%	98
2022 Q3	–	Sell	-2,193	Closed	-$212K	–	95
2022 Q2	$212K	Sell	2,193 -114	-5%	-$12.1K	0.15%	81
2022 Q1	$284K	Sell	2,307 -333	-13%	-$40.4K	0.17%	69
2021 Q4	$357K	Buy	+2,640	New	+$343K	0.2%	67

Other funds holding FTEC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $71.6B AUM 21.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zimmermann Investment Management & Planning's FTEC Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2024, closing a stake of 1,680 shares — an estimated $293K sold.

Zimmermann Investment Management & Planning first reported a position in FTEC in Q4 2021 and held it in 9 quarters. The position peaked at $357K in Q4 2021. 508 funds tracked by Wall St. Rank hold FTEC as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,680 Fidelity MSCI Information Technology Index ETF shares in Q4 2024, an estimated $293K.
Zimmermann Investment Management & Planning first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2021 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Fidelity MSCI Information Technology Index ETF position peaked at $357K in Q4 2021.
508 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.