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Global Wealth Management Investment Advisory’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q3 		– Sell
-2
Closed -$81 – 484
2023
Q2 		$81 Buy
+2
New +$76 ﹤0.01% 472

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's FCOM Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2023, closing a stake of 2 shares — an estimated $81 sold.

Global Wealth Management Investment Advisory first reported a position in FCOM in Q2 2023 and held it in 1 quarter. The position peaked at $81 in Q2 2023. 127 funds tracked by Wall St. Rank hold FCOM as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2 Fidelity MSCI Communication Services Index ETF shares in Q3 2023, an estimated $81.
  • Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Fidelity MSCI Communication Services Index ETF position peaked at $81 in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.