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Graham Capital Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Graham Capital Wealth 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
2023
Q2 		– Sell
-874
Closed -$320K – 73
2023
Q1 		$320K Buy
+874
New +$30.5K 0.05% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Graham Capital Wealth Management's FCOM Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2023, closing a stake of 874 shares — an estimated $320K sold.

Graham Capital Wealth Management first reported a position in FCOM in Q1 2023 and held it in 1 quarter. The position peaked at $320K in Q1 2023. 124 funds tracked by Wall St. Rank hold FCOM as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 874 Fidelity MSCI Communication Services Index ETF shares in Q2 2023, an estimated $320K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $320K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.