Financial Perspectives’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Financial Perspectives’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 Q3	–	Sell	-7,033	Closed	-$250K	–	698
2022 Q2	$250K	Hold	7,033	–	–	0.14%	97
2022 Q1	$320K	Buy	7,033 +3,027	+76%	+$141K	0.15%	88
2021 Q4	$206K	Buy	4,006 +14	+0.4%	+$738	0.1%	124
2021 Q3	$213K	Buy	3,992 +9	+0.2%	+$496	0.11%	115
2021 Q2	$217K	Sell	3,983 -192,150	-98%	-$10M	0.11%	121
2021 Q1	$3.98M	Buy	196,133 +193,164	+6,506%	+$9.33M	0.2%	91
2020 Q4	$135K	Buy	2,969 +5	+0.2%	+$211	0.08%	148
2020 Q3	$114K	Buy	2,964 +5	+0.2%	+$192	0.08%	145
2020 Q2	$104K	Buy	+2,959	New	+$99.5K	0.07%	136

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Financial Perspectives's FCOM Position: Q3 2022 in Review

Financial Perspectives sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2022, closing a stake of 7,033 shares — an estimated $250K sold.

Financial Perspectives first reported a position in FCOM in Q2 2020 and held it in 9 quarters. The position peaked at $3.98M in Q1 2021. 98 funds tracked by Wall St. Rank hold FCOM as of Q3 2022.

Financial Perspectives reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2022 after selling out during the quarter.
Financial Perspectives sold 7,033 Fidelity MSCI Communication Services Index ETF shares in Q3 2022, an estimated $250K.
Financial Perspectives first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and held it in 9 quarters.
Financial Perspectives's Fidelity MSCI Communication Services Index ETF position peaked at $3.98M in Q1 2021.
98 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2022.

Based on Financial Perspectives's 13F filing for Q3 2022, filed 10 Jan 2024.