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New England Capital Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

New England Capital Financial 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
-622
Closed -$22.8K – 403
2023
Q1 		$22.8K Hold
622
– – 0.02% 170
2022
Q4 		$21.5K Buy
+622
New +$19.9K 0.02% 178

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
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
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Capital Financial Advisors's FCOM Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2023, closing a stake of 622 shares — an estimated $22.8K sold.

New England Capital Financial Advisors first reported a position in FCOM in Q4 2022 and held it in 2 quarters. The position peaked at $22.8K in Q1 2023. 124 funds tracked by Wall St. Rank hold FCOM as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 622 Fidelity MSCI Communication Services Index ETF shares in Q2 2023, an estimated $22.8K.
  • New England Capital Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $22.8K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.