Grey Fox Wealth Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Grey Fox Wealth Advisors’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	-1,209	Closed	-$44.2K	–	248
2023 Q1	$44.2K	Buy	1,209 +3	+0.2%	+$105	0.03%	195
2022 Q4	$37.5K	Buy	+1,206	New	+$38.5K	0.02%	182

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Grey Fox Wealth Advisors's FCOM Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2023, closing a stake of 1,209 shares — an estimated $44.2K sold.

Grey Fox Wealth Advisors first reported a position in FCOM in Q4 2022 and held it in 2 quarters. The position peaked at $44.2K in Q1 2023. 124 funds tracked by Wall St. Rank hold FCOM as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,209 Fidelity MSCI Communication Services Index ETF shares in Q2 2023, an estimated $44.2K.
Grey Fox Wealth Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $44.2K in Q1 2023.
124 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.