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

BerganKDV 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
2022 Q2	–	Sell	-45	Closed	-$2K	–	993
2022 Q1	$2K	Buy	+45	New	+$2.09K	﹤0.01%	850
2020 Q3	–	Sell	-403	Closed	-$14K	–	932
2020 Q2	$14K	Buy	+403	New	+$13.5K	﹤0.01%	490

Other funds holding FCOM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's FCOM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2022, closing a stake of 45 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in FCOM in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 110 funds tracked by Wall St. Rank hold FCOM as of Q2 2022.

BerganKDV Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 45 Fidelity MSCI Communication Services Index ETF shares in Q2 2022, an estimated $2K.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and held it in 2 quarters.
BerganKDV Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $14K in Q2 2020.
110 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.