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

EverSource Wealth 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
2024
Q3 		– Sell
-461
Closed -$23.8K – 3059
2024
Q2 		$23.8K Buy
+461
New +$23.1K ﹤0.01% 1417

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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EverSource Wealth Advisors's FCOM Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2024, closing a stake of 461 shares — an estimated $23.8K sold.

EverSource Wealth Advisors first reported a position in FCOM in Q2 2024 and held it in 1 quarter. The position peaked at $23.8K in Q2 2024. 144 funds tracked by Wall St. Rank hold FCOM as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 461 Fidelity MSCI Communication Services Index ETF shares in Q3 2024, an estimated $23.8K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $23.8K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.