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PRW Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

PRW Wealth Management’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
-6,420
Closed -$229K – 99
2022
Q2 		$229K Buy
+6,420
New +$253K 0.13% 86

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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PRW Wealth Management's FCOM Position: Q3 2022 in Review

PRW Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2022, closing a stake of 6,420 shares — an estimated $229K sold.

PRW Wealth Management first reported a position in FCOM in Q2 2022 and held it in 1 quarter. The position peaked at $229K in Q2 2022. 98 funds tracked by Wall St. Rank hold FCOM as of Q3 2022.

  • PRW Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2022 after selling out during the quarter.
  • PRW Wealth Management sold 6,420 Fidelity MSCI Communication Services Index ETF shares in Q3 2022, an estimated $229K.
  • PRW Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2022 and held it in 1 quarter.
  • PRW Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $229K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2022.

Based on PRW Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.