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Crewe Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Crewe Advisors’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
2023
Q4 		– Sell
-28
Closed -$1.11K – 514
2023
Q3 		$1.11K Hold
28
– – ﹤0.01% 355
2023
Q2 		$1.13K Buy
+28
New +$1.06K ﹤0.01% 568

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Crewe Advisors's FCOM Position: Q4 2023 in Review

Crewe Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2023, closing a stake of 28 shares — an estimated $1.11K sold.

Crewe Advisors first reported a position in FCOM in Q2 2023 and held it in 2 quarters. The position peaked at $1.13K in Q2 2023. 143 funds tracked by Wall St. Rank hold FCOM as of Q4 2023.

  • Crewe Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 28 Fidelity MSCI Communication Services Index ETF shares in Q4 2023, an estimated $1.11K.
  • Crewe Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $1.13K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.