Patriot Financial Group Insurance Agency’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-2,555	Closed	-$91K	–	906
2022 Q2	$91K	Buy	2,555 +100	+4%	+$3.94K	0.02%	576
2022 Q1	$112K	Sell	2,455 -356	-13%	-$16.5K	0.02%	555
2021 Q4	$144K	Buy	2,811 +96	+4%	+$5.06K	0.02%	542
2021 Q3	$145K	Buy	2,715 +807	+42%	+$44.5K	0.03%	536
2021 Q2	$104K	Hold	1,908	–	–	0.02%	612
2021 Q1	$94K	Buy	1,908 +463	+32%	+$22.4K	0.02%	574
2020 Q4	$66K	Buy	1,445 +1,000	+225%	+$42.3K	0.02%	605
2020 Q3	$17K	Sell	445 -60	-12%	-$2.31K	0.01%	853
2020 Q2	$18K	Buy	+505	New	+$17K	0.01%	772

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FCOM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2022, closing a stake of 2,555 shares — an estimated $91K sold.

Patriot Financial Group Insurance Agency first reported a position in FCOM in Q2 2020 and held it in 9 quarters. The position peaked at $145K in Q3 2021. 98 funds tracked by Wall St. Rank hold FCOM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,555 Fidelity MSCI Communication Services Index ETF shares in Q3 2022, an estimated $91K.
Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Fidelity MSCI Communication Services Index ETF position peaked at $145K in Q3 2021.
98 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.