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

Fermata 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
2022 Q1	–	Sell	-4,434	Closed	-$228K	–	192
2021 Q4	$228K	Sell	4,434 -5,080	-53%	-$268K	0.08%	164
2021 Q3	$509K	Buy	+9,514	New	+$524K	0.22%	83

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fermata Advisors's FCOM Position: Q1 2022 in Review

Fermata Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2022, closing a stake of 4,434 shares — an estimated $228K sold.

Fermata Advisors first reported a position in FCOM in Q3 2021 and held it in 2 quarters. The position peaked at $509K in Q3 2021. 113 funds tracked by Wall St. Rank hold FCOM as of Q1 2022.

Fermata Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2022 after selling out during the quarter.
Fermata Advisors sold 4,434 Fidelity MSCI Communication Services Index ETF shares in Q1 2022, an estimated $228K.
Fermata Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2021 and held it in 2 quarters.
Fermata Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $509K in Q3 2021.
113 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2022.

Based on Fermata Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.