Number of Shares
1.49 Mil
Current Holdings Value*
$240.15 Mil
% of Portfolio
5.81%
Total Estimate Gain
$53.22 Mil
% of Total Estimate Gain
19.75%

Richard Bernstein Advisors LLC's Fidelity MSCI Information Technology Index ETF Holding Summary

As of 2025-03-31, Richard Bernstein Advisors LLC held 1.49 Mil shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $240.15 Mil. This investment constitutes 5.81% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 2.18% of the outstanding Fidelity MSCI Information Technology Index ETF(FTEC) stock.

The initial trade took place in 2024Q3. And since then Richard Bernstein Advisors LLC has made 1 purchases of FTEC, at an average price of $169.00, for a total of 1.59 Mil shares. In addition, there have been 2 sales at an average price of $180.39 for 105,458.00 shares. Based on historical transaction data and FTEC's current price of $203.93, Richard Bernstein Advisors LLC's estimated gain on his FTEC holdings is $53.22 Mil, reflecting a 19.75% gain to date.

Richard Bernstein Advisors LLC FTEC ($203.93) Holding Chart

Richard Bernstein Advisors LLC FTEC ($203.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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