Baker Avenue Asset Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Baker Avenue Asset 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 Q4	–	Sell	-2,250	Closed	-$89.3K	–	737
2023 Q3	$89.3K	Hold	2,250	–	–	﹤0.01%	443
2023 Q2	$90.6K	Hold	2,250	–	–	﹤0.01%	440
2023 Q1	$82.3K	Hold	2,250	–	–	﹤0.01%	458
2022 Q4	$69.9K	Buy	+2,250	New	+$71.8K	﹤0.01%	449

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Baker Avenue Asset Management's FCOM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2023, closing a stake of 2,250 shares — an estimated $89.3K sold.

Baker Avenue Asset Management first reported a position in FCOM in Q4 2022 and held it in 4 quarters. The position peaked at $90.6K in Q2 2023. 143 funds tracked by Wall St. Rank hold FCOM as of Q4 2023.

Baker Avenue Asset Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 2,250 Fidelity MSCI Communication Services Index ETF shares in Q4 2023, an estimated $89.3K.
Baker Avenue Asset Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Fidelity MSCI Communication Services Index ETF position peaked at $90.6K in Q2 2023.
143 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.