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

Mascoma 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 Q1	–	Sell	-185	Closed	-$5.75K	–	605
2022 Q4	$5.75K	Hold	185	–	–	﹤0.01%	474
2022 Q3	$6K	Hold	185	–	–	﹤0.01%	456
2022 Q2	$7K	Sell	185 -1,550	-89%	-$61.1K	﹤0.01%	463
2022 Q1	$79K	Sell	1,735 -1,000	-37%	-$46.4K	0.03%	210
2021 Q4	$140K	Buy	2,735 +1,025	+60%	+$54K	0.05%	130
2021 Q3	$91K	Buy	+1,710	New	+$94.2K	0.04%	163
2021 Q2	–	Sell	-1,275	Closed	-$63K	–	222
2021 Q1	$63K	Buy	+1,275	New	+$61.6K	0.03%	185

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Mascoma Wealth Management's FCOM Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2023, closing a stake of 185 shares — an estimated $5.75K sold.

Mascoma Wealth Management first reported a position in FCOM in Q1 2021 and held it in 7 quarters. The position peaked at $140K in Q4 2021. 122 funds tracked by Wall St. Rank hold FCOM as of Q1 2023.

Mascoma Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 185 Fidelity MSCI Communication Services Index ETF shares in Q1 2023, an estimated $5.75K.
Mascoma Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2021 and held it in 7 quarters.
Mascoma Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $140K in Q4 2021.
122 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.