Migdal Insurance & Financial Holdings’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Migdal Insurance & Financial Holdings’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
2024 Q3	–	Sell	-1,465	Closed	-$77K	–	456
2024 Q2	$77K	Hold	1,465	–	–	﹤0.01%	270
2024 Q1	$73K	Sell	1,465 -5,435	-79%	-$258K	﹤0.01%	259
2023 Q4	$309K	Hold	6,900	–	–	0.01%	214
2023 Q3	$275K	Hold	6,900	–	–	0.01%	211
2023 Q2	$276K	Hold	6,900	–	–	0.01%	211
2023 Q1	$247K	Buy	+6,900	New	+$240K	0.01%	230

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

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

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

Migdal Insurance & Financial Holdings's FCOM Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2024, closing a stake of 1,465 shares — an estimated $77K sold.

Migdal Insurance & Financial Holdings first reported a position in FCOM in Q1 2023 and held it in 6 quarters. The position peaked at $309K in Q4 2023. 144 funds tracked by Wall St. Rank hold FCOM as of Q3 2024.

Migdal Insurance & Financial Holdings reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,465 Fidelity MSCI Communication Services Index ETF shares in Q3 2024, an estimated $77K.
Migdal Insurance & Financial Holdings first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2023 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Fidelity MSCI Communication Services Index ETF position peaked at $309K in Q4 2023.
144 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.