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

Confluence Wealth Services’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
Q1 		– Sell
-60
Closed -$3K – 533
2021
Q4 		$3K Buy
+60
New +$3.16K ﹤0.01% 1106

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Confluence Wealth Services's FCOM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2022, closing a stake of 60 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in FCOM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 113 funds tracked by Wall St. Rank hold FCOM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 60 Fidelity MSCI Communication Services Index ETF shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Fidelity MSCI Communication Services Index ETF position peaked at $3K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.