HGERS
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Householder Group Estate & Retirement Specialist’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-25
Closed -$993 – 1194
2023
Q3 		$993 Buy
+25
New +$1.02K ﹤0.01% 1139

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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 $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FCOM Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2023, closing a stake of 25 shares — an estimated $993 sold.

Householder Group Estate & Retirement Specialist first reported a position in FCOM in Q3 2023 and held it in 1 quarter. The position peaked at $993 in Q3 2023. 143 funds tracked by Wall St. Rank hold FCOM as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 25 Fidelity MSCI Communication Services Index ETF shares in Q4 2023, an estimated $993.
  • Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Fidelity MSCI Communication Services Index ETF position peaked at $993 in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.