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

Engrave Wealth Partners’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
2020
Q3 		– Sell
-71,481
Closed -$2.52M – 187
2020
Q2 		$2.52M Buy
71,481
+71,431
+142,862% +$2.4M 2.25% 12
2020
Q1 		$1K Hold
50
– – ﹤0.01% 386
2019
Q4 		$1K Buy
+50
New +$1.72K ﹤0.01% 415

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Engrave Wealth Partners's FCOM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2020, closing a stake of 71,481 shares — an estimated $2.52M sold.

Engrave Wealth Partners first reported a position in FCOM in Q4 2019 and held it in 3 quarters. The position peaked at $2.52M in Q2 2020. 87 funds tracked by Wall St. Rank hold FCOM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 71,481 Fidelity MSCI Communication Services Index ETF shares in Q3 2020, an estimated $2.52M.
  • Engrave Wealth Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Fidelity MSCI Communication Services Index ETF position peaked at $2.52M in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.