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GeoWealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-4,464
Closed -$221K – 879
2024
Q1 		$221K Buy
+4,464
New +$212K 0.01% 655
2019
Q4 		– Sell
-8,920
Closed -$295K – 127
2019
Q3 		$295K Buy
+8,920
New +$301K 0.07% 151

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GeoWealth Management's FCOM Position: Q2 2024 in Review

GeoWealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2024, closing a stake of 4,464 shares — an estimated $221K sold.

GeoWealth Management first reported a position in FCOM in Q3 2019 and held it in 2 quarters. The position peaked at $295K in Q3 2019. 139 funds tracked by Wall St. Rank hold FCOM as of Q2 2024.

  • GeoWealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 4,464 Fidelity MSCI Communication Services Index ETF shares in Q2 2024, an estimated $221K.
  • GeoWealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2019 and held it in 2 quarters.
  • GeoWealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $295K in Q3 2019.
  • 139 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.