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

Connectus 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
2024 Q1	$5.73M	Buy	115,562 +63,702	+123%	+$3.02M	0.16%	114
2023 Q4	$2.31M	Sell	51,860 -132,052	-72%	-$5.51M	0.05%	247
2023 Q3	$7.31M	Buy	183,912 +65,697	+56%	+$2.69M	0.16%	134
2023 Q2	$4.76M	Buy	118,215 +22,161	+23%	+$841K	0.11%	145
2023 Q1	$3.52M	Buy	+96,054	New	+$3.35M	0.09%	171
2022 Q4	–	Sell	-24,517	Closed	-$768K	–	448
2022 Q3	$768K	Buy	24,517 +17,057	+229%	+$616K	0.02%	363
2022 Q2	$266K	Sell	7,460 -93,087	-93%	-$3.67M	0.01%	390
2022 Q1	$5.17M	Buy	+100,547	New	+$4.67M	0.16%	102

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

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

Connectus Wealth's FCOM Position: Q1 2024 in Review

Connectus Wealth increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 123% in Q1 2024, buying an estimated $3.02M and bringing the position to 115,562 shares worth $5.73M. The position accounts for 0.16% of the portfolio, ranked #114.

Connectus Wealth first reported a position in FCOM in Q1 2022 and has held it in 8 quarters since. The position peaked at $7.31M in Q3 2023. 136 funds tracked by Wall St. Rank hold FCOM as of Q1 2024.

Connectus Wealth held 115,562 shares of Fidelity MSCI Communication Services Index ETF worth $5.73M as of Q1 2024.
Connectus Wealth bought 63,702 Fidelity MSCI Communication Services Index ETF shares in Q1 2024, an estimated $3.02M.
Fidelity MSCI Communication Services Index ETF made up 0.16% of Connectus Wealth's portfolio in Q1 2024, its #114 holding.
Connectus Wealth first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2022 and has held it in 8 quarters since.
Connectus Wealth's Fidelity MSCI Communication Services Index ETF position peaked at $7.31M in Q3 2023.
136 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.