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

Gimbal Financial’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
2025 Q1	–	Sell	-7,153	Closed	-$420K	–	43
2024 Q4	$420K	Buy	7,153 +372	+5%	+$21.5K	0.34%	30
2024 Q3	$374K	Sell	6,781 -19,264	-74%	-$1.01M	0.24%	31
2024 Q2	$1.38M	Buy	26,045 +2,507	+11%	+$126K	1.01%	13
2024 Q1	$1.17M	Sell	23,538 -19,495	-45%	-$924K	0.95%	14
2023 Q4	$1.92M	Buy	+43,033	New	+$1.8M	1.92%	8

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

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

Gimbal Financial's FCOM Position: Q1 2025 in Review

Gimbal Financial sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 7,153 shares — an estimated $420K sold.

Gimbal Financial first reported a position in FCOM in Q4 2023 and held it in 5 quarters. The position peaked at $1.92M in Q4 2023. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

Gimbal Financial reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
Gimbal Financial sold 7,153 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $420K.
Gimbal Financial first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2023 and held it in 5 quarters.
Gimbal Financial's Fidelity MSCI Communication Services Index ETF position peaked at $1.92M in Q4 2023.
169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Gimbal Financial's 13F filing for Q1 2025, filed 23 Apr 2025.