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

Comprehensive 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
2024 Q2	–	Sell	-12,535	Closed	-$621K	–	35
2024 Q1	$621K	Sell	12,535 -596	-5%	-$28.3K	0.48%	18
2023 Q4	$585K	Sell	13,131 -1,149	-8%	-$48K	0.53%	18
2023 Q3	$567K	Buy	14,280 +176	+1%	+$7.2K	0.53%	20
2023 Q2	$568K	Buy	14,104 +422	+3%	+$16K	0.49%	21
2023 Q1	$501K	Buy	13,682 +1,454	+12%	+$50.7K	0.41%	22
2022 Q4	$380K	Buy	12,228 +1,685	+16%	+$53.8K	0.35%	28
2022 Q3	$330K	Buy	10,543 +470	+5%	+$17K	0.33%	27
2022 Q2	$359K	Buy	10,073 +3,286	+48%	+$130K	0.31%	26
2022 Q1	$309K	Buy	6,787 +1,470	+28%	+$68.2K	0.31%	25
2021 Q4	$273K	Buy	5,317 +893	+20%	+$47.1K	0.2%	17
2021 Q3	$236K	Buy	+4,424	New	+$244K	0.22%	20

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

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

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

Comprehensive Wealth Management's FCOM Position: Q2 2024 in Review

Comprehensive Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2024, closing a stake of 12,535 shares — an estimated $621K sold.

Comprehensive Wealth Management first reported a position in FCOM in Q3 2021 and held it in 11 quarters. The position peaked at $621K in Q1 2024. 139 funds tracked by Wall St. Rank hold FCOM as of Q2 2024.

Comprehensive Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2024 after selling out during the quarter.
Comprehensive Wealth Management sold 12,535 Fidelity MSCI Communication Services Index ETF shares in Q2 2024, an estimated $621K.
Comprehensive Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2021 and held it in 11 quarters.
Comprehensive Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $621K in Q1 2024.
139 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2024.

Based on Comprehensive Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.