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

Evergreen Wealth Solutions’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
Q3 		– Sell
-6,600
Closed -$266K – 107
2023
Q2 		$266K Buy
+6,600
New +$251K 0.27% 85
2023
Q1 		– Sell
-7,312
Closed -$227K – 105
2022
Q4 		$227K Buy
+7,312
New +$233K 0.3% 84

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $79.5B AUM 27.1% 1-Year Est. Return

Evergreen Wealth Solutions's FCOM Position: Q3 2023 in Review

Evergreen Wealth Solutions sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2023, closing a stake of 6,600 shares — an estimated $266K sold.

Evergreen Wealth Solutions first reported a position in FCOM in Q4 2022 and held it in 2 quarters. The position peaked at $266K in Q2 2023. 127 funds tracked by Wall St. Rank hold FCOM as of Q3 2023.

  • Evergreen Wealth Solutions reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2023 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 6,600 Fidelity MSCI Communication Services Index ETF shares in Q3 2023, an estimated $266K.
  • Evergreen Wealth Solutions first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and held it in 2 quarters.
  • Evergreen Wealth Solutions's Fidelity MSCI Communication Services Index ETF position peaked at $266K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2023.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.