BOK Financial Private Wealth’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

BOK Financial Private Wealth’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
2025 Q1	–	Sell	-36	Closed	-$2.11K	–	545
2024 Q4	$2.11K	Hold	36	–	–	﹤0.01%	441
2024 Q3	$1.98K	Hold	36	–	–	﹤0.01%	472
2024 Q2	$1.88K	Hold	36	–	–	﹤0.01%	435
2024 Q1	$1.78K	Hold	36	–	–	﹤0.01%	432
2023 Q4	$1.6K	Sell	36 -48	-57%	-$2K	﹤0.01%	486
2023 Q3	$3.34K	Sell	84 -72	-46%	-$2.94K	﹤0.01%	352
2023 Q2	$6.28K	Hold	156	–	–	﹤0.01%	324
2023 Q1	$5.71K	Sell	156 -222	-59%	-$7.74K	﹤0.01%	360
2022 Q4	$11.7K	Sell	378 -413	-52%	-$13.2K	﹤0.01%	316
2022 Q3	$25K	Sell	791 -697	-47%	-$25.2K	﹤0.01%	290
2022 Q2	$53K	Buy	+1,488	New	+$58.6K	﹤0.01%	246
2022 Q1	–	Sell	-24,442	Closed	-$1.25M	–	317
2021 Q4	$1.25M	Buy	+24,442	New	+$1.29M	0.09%	120
2020 Q2	–	Sell	-54,778	Closed	-$1.59M	–	168
2020 Q1	$1.59M	Buy	+54,778	New	+$1.88M	0.19%	88

Other funds holding FCOM

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 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

BOK Financial Private Wealth's FCOM Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 36 shares — an estimated $2.11K sold.

BOK Financial Private Wealth first reported a position in FCOM in Q1 2020 and held it in 13 quarters. The position peaked at $1.59M in Q1 2020. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

BOK Financial Private Wealth reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 36 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $2.11K.
BOK Financial Private Wealth first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2020 and held it in 13 quarters.
BOK Financial Private Wealth's Fidelity MSCI Communication Services Index ETF position peaked at $1.59M in Q1 2020.
169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.