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

Baldwin Wealth 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
2024
Q1 		– Sell
-501
Closed -$22.3K – 708
2023
Q4 		$22.3K Buy
+501
New +$20.9K ﹤0.01% 490

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 $71.6B AUM 21.08% 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

Baldwin Wealth Partners's FCOM Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2024, closing a stake of 501 shares — an estimated $22.3K sold.

Baldwin Wealth Partners first reported a position in FCOM in Q4 2023 and held it in 1 quarter. The position peaked at $22.3K in Q4 2023. 136 funds tracked by Wall St. Rank hold FCOM as of Q1 2024.

  • Baldwin Wealth Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 501 Fidelity MSCI Communication Services Index ETF shares in Q1 2024, an estimated $22.3K.
  • Baldwin Wealth Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2023 and held it in 1 quarter.
  • Baldwin Wealth Partners's Fidelity MSCI Communication Services Index ETF position peaked at $22.3K in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.