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Plante Moran Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Plante Moran 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
2025
Q1 		– Sell
-305
Closed -$17.9K – 850
2024
Q4 		$17.9K Sell
305
-279
-48% -$16.1K ﹤0.01% 506
2024
Q3 		$32.2K Hold
584
– – ﹤0.01% 455
2024
Q2 		$30.5K Hold
584
– – ﹤0.01% 409
2024
Q1 		$28.9K Hold
584
– – ﹤0.01% 441
2023
Q4 		$26K Hold
584
– – ﹤0.01% 411
2023
Q3 		$23.2K Hold
584
– – ﹤0.01% 404
2023
Q2 		$23.5K Buy
584
+279
+91% +$10.6K ﹤0.01% 412
2023
Q1 		$11.2K Hold
305
– – ﹤0.01% 548
2022
Q4 		$9.47K Sell
305
-553
-64% -$17.7K ﹤0.01% 588
2022
Q3 		$27K Buy
858
+583
+212% +$21.1K ﹤0.01% 402
2022
Q2 		$10K Buy
275
+24
+10% +$946 ﹤0.01% 607
2022
Q1 		$11K Sell
251
-421
-63% -$19.5K ﹤0.01% 582
2021
Q4 		$35K Hold
672
– – 0.01% 428
2021
Q3 		$36K Buy
672
+167
+33% +$9.2K 0.01% 437
2021
Q2 		$28K Hold
505
– – 0.01% 488
2021
Q1 		$25K Hold
505
– – 0.01% 501
2020
Q4 		$23K Hold
505
– – 0.01% 501
2020
Q3 		$19K Sell
505
-12
-2% -$462 0.01% 505
2020
Q2 		$18K Buy
517
+126
+32% +$4.24K 0.01% 448
2020
Q1 		$11K Hold
391
– – 0.01% 483
2019
Q4 		$14K Buy
+391
New +$13.5K ﹤0.01% 516

Other funds holding FCOM

Charles Schwab
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Commonwealth Equity Services
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

Plante Moran Financial Advisors's FCOM Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 305 shares — an estimated $17.9K sold.

Plante Moran Financial Advisors first reported a position in FCOM in Q4 2019 and held it in 21 quarters. The position peaked at $36K in Q3 2021. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 305 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $17.9K.
  • Plante Moran Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2019 and held it in 21 quarters.
  • Plante Moran Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $36K in Q3 2021.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.