BBJS Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

BBJS Financial Advisors’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 Q3	$14.1K	Buy	257 +1	+0.4%	+$52	0.01%	106
2024 Q2	$13.4K	Hold	256	–	–	0.01%	116
2024 Q1	$12.7K	Sell	256 -1	-0.4%	-$47	﹤0.01%	92
2023 Q4	$11.4K	Sell	257 -202	-44%	-$8.43K	﹤0.01%	88
2023 Q3	$18.2K	Sell	459 -27	-6%	-$1.1K	0.01%	89
2023 Q2	$19.6K	Sell	486 -111,404	-100%	-$4.23M	0.01%	82
2023 Q1	$4.1M	Buy	111,890 +7,769	+7%	+$271K	1.67%	18
2022 Q4	$3.23M	Buy	+104,121	New	+$3.32M	1.46%	19

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BBJS Financial Advisors's FCOM Position: Q3 2024 in Review

BBJS Financial Advisors increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 0.39% in Q3 2024, buying an estimated $52 and bringing the position to 257 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #106.

BBJS Financial Advisors first reported a position in FCOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.1M in Q1 2023. 144 funds tracked by Wall St. Rank hold FCOM as of Q3 2024.

BBJS Financial Advisors held 257 shares of Fidelity MSCI Communication Services Index ETF worth $14.1K as of Q3 2024.
BBJS Financial Advisors bought 1 Fidelity MSCI Communication Services Index ETF share in Q3 2024, an estimated $52.
Fidelity MSCI Communication Services Index ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #106 holding.
BBJS Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $4.1M in Q1 2023.
144 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.