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

Atlas Private 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
2024
Q1 		$629K Buy
12,686
+119
+0.9% +$5.64K 0.26% 89
2023
Q4 		$560K Buy
12,567
+114
+0.9% +$4.76K 0.26% 90
2023
Q3 		$495K Sell
12,453
-149
-1% -$6.09K 0.27% 89
2023
Q2 		$507K Sell
12,602
-702
-5% -$26.6K 0.27% 89
2023
Q1 		$487K Buy
13,304
+446
+3% +$15.5K 0.29% 88
2022
Q4 		$399K Buy
12,858
+317
+3% +$10.1K 0.18% 91
2022
Q3 		$392K Buy
12,541
+284
+2% +$10.3K 0.28% 85
2022
Q2 		$436K Buy
12,257
+191
+2% +$7.53K 0.3% 87
2022
Q1 		$549K Buy
12,066
+816
+7% +$37.9K 0.32% 90
2021
Q4 		$578K Buy
11,250
+199
+2% +$10.5K 0.32% 85
2021
Q3 		$590K Buy
11,051
+825
+8% +$45.5K 0.36% 78
2021
Q2 		$557K Buy
10,226
+232
+2% +$12.1K 0.34% 82
2021
Q1 		$493K Buy
9,994
+3,627
+57% +$175K 0.31% 82
2020
Q4 		$290K Buy
+6,367
New +$269K 0.21% 96

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atlas Private Wealth Management's FCOM Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 0.95% in Q1 2024, buying an estimated $5.64K and bringing the position to 12,686 shares worth $629K. The position accounts for 0.26% of the portfolio, ranked #89.

Atlas Private Wealth Management first reported a position in FCOM in Q4 2020 and has held it in 14 quarters since. 136 funds tracked by Wall St. Rank hold FCOM as of Q1 2024.

  • Atlas Private Wealth Management held 12,686 shares of Fidelity MSCI Communication Services Index ETF worth $629K as of Q1 2024.
  • Atlas Private Wealth Management bought 119 Fidelity MSCI Communication Services Index ETF shares in Q1 2024, an estimated $5.64K.
  • Fidelity MSCI Communication Services Index ETF made up 0.26% of Atlas Private Wealth Management's portfolio in Q1 2024, its #89 holding.
  • Atlas Private Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2020 and has held it in 14 quarters since.
  • 136 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.