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

ACG Wealth’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
2022
Q3 		– Sell
-4,474
Closed -$159K – 487
2022
Q2 		$159K Sell
4,474
-103
-2% -$4.06K 0.03% 269
2022
Q1 		$208K Sell
4,577
-1,644
-26% -$76.3K 0.04% 258
2021
Q4 		$320K Buy
6,221
+386
+7% +$20.3K 0.05% 256
2021
Q3 		$312K Buy
5,835
+105
+2% +$5.79K 0.04% 244
2021
Q2 		$312K Sell
5,730
-12,612
-69% -$659K 0.04% 250
2021
Q1 		$905K Sell
18,342
-602
-3% -$29.1K 0.12% 138
2020
Q4 		$862K Buy
18,944
+132
+0.7% +$5.58K 0.12% 142
2020
Q3 		$726K Buy
18,812
+443
+2% +$17.1K 0.11% 145
2020
Q2 		$649K Buy
18,369
+356
+2% +$12K 0.11% 154
2020
Q1 		$523K Buy
18,013
+1,934
+12% +$66.5K 0.1% 176
2019
Q4 		$575K Sell
16,079
-7,573
-32% -$261K 0.09% 187
2019
Q3 		$782K Sell
23,652
-5,477
-19% -$185K 0.12% 158
2019
Q2 		$965K Buy
+29,129
New +$964K 0.13% 142

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
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ACG Wealth's FCOM Position: Q3 2022 in Review

ACG Wealth sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2022, closing a stake of 4,474 shares — an estimated $159K sold.

ACG Wealth first reported a position in FCOM in Q2 2019 and held it in 13 quarters. The position peaked at $965K in Q2 2019. 98 funds tracked by Wall St. Rank hold FCOM as of Q3 2022.

  • ACG Wealth reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 4,474 Fidelity MSCI Communication Services Index ETF shares in Q3 2022, an estimated $159K.
  • ACG Wealth first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2019 and held it in 13 quarters.
  • ACG Wealth's Fidelity MSCI Communication Services Index ETF position peaked at $965K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.