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Lee, Danner & Bass’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Lee, Danner & Bass’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
-877
Closed -$51.5K – 373
2024
Q4 		$51.5K Buy
+877
New +$50.7K ﹤0.01% 348

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Lee, Danner & Bass's FCOM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 877 shares — an estimated $51.5K sold.

Lee, Danner & Bass first reported a position in FCOM in Q4 2024 and held it in 1 quarter. The position peaked at $51.5K in Q4 2024. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 877 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $51.5K.
  • Lee, Danner & Bass first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Fidelity MSCI Communication Services Index ETF position peaked at $51.5K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.