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Aveo Capital Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Aveo Capital Partners’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
Q4 		– Sell
-8,807
Closed -$350K – 350
2023
Q3 		$350K Buy
8,807
+4
+0% +$164 0.05% 243
2023
Q2 		$354K Buy
8,803
+306
+4% +$11.6K 0.05% 255
2023
Q1 		$311K Hold
8,497
– – 0.04% 260
2022
Q4 		$264K Buy
+8,497
New +$271K 0.04% 270

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Aveo Capital Partners's FCOM Position: Q4 2023 in Review

Aveo Capital Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2023, closing a stake of 8,807 shares — an estimated $350K sold.

Aveo Capital Partners first reported a position in FCOM in Q4 2022 and held it in 4 quarters. The position peaked at $354K in Q2 2023. 143 funds tracked by Wall St. Rank hold FCOM as of Q4 2023.

  • Aveo Capital Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 8,807 Fidelity MSCI Communication Services Index ETF shares in Q4 2023, an estimated $350K.
  • Aveo Capital Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and held it in 4 quarters.
  • Aveo Capital Partners's Fidelity MSCI Communication Services Index ETF position peaked at $354K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.