AWM
FCOM icon

Accurate Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Accurate Wealth Management’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75
Closed -$2.48K – 649
2022
Q4 		$2.48K Buy
+75
New +$2.4K ﹤0.01% 1161

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accurate Wealth Management's FCOM Position: Q1 2023 in Review

Accurate Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2023, closing a stake of 75 shares — an estimated $2.48K sold.

Accurate Wealth Management first reported a position in FCOM in Q4 2022 and held it in 1 quarter. The position peaked at $2.48K in Q4 2022. 122 funds tracked by Wall St. Rank hold FCOM as of Q1 2023.

  • Accurate Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 75 Fidelity MSCI Communication Services Index ETF shares in Q1 2023, an estimated $2.48K.
  • Accurate Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $2.48K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.