Personal CFO Solutions’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Personal CFO Solutions’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	-116,090	Closed	-$6.81M	–	462
2024 Q4	$6.81M	Buy	116,090 +6,552	+6%	+$379K	1.34%	10
2024 Q3	$6.03M	Sell	109,538 -6,255	-5%	-$327K	0.84%	20
2024 Q2	$6.05M	Sell	115,793 -1,892	-2%	-$95K	0.93%	20
2024 Q1	$5.83M	Sell	117,685 -5,677	-5%	-$269K	0.91%	18
2023 Q4	$5.5M	Buy	123,362 +75,293	+157%	+$3.14M	0.95%	18
2023 Q3	$1.91M	Sell	48,069 -3,109	-6%	-$127K	0.38%	58
2023 Q2	$2.06M	Buy	+51,178	New	+$1.94M	0.42%	57

Other funds holding FCOM

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 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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 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

Personal CFO Solutions's FCOM Position: Q1 2025 in Review

Personal CFO Solutions sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 116,090 shares — an estimated $6.81M sold.

Personal CFO Solutions first reported a position in FCOM in Q2 2023 and held it in 7 quarters. The position peaked at $6.81M in Q4 2024. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

Personal CFO Solutions reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
Personal CFO Solutions sold 116,090 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $6.81M.
Personal CFO Solutions first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2023 and held it in 7 quarters.
Personal CFO Solutions's Fidelity MSCI Communication Services Index ETF position peaked at $6.81M in Q4 2024.
169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.