Ropes Wealth Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-1,273	Closed	-$58K	–	434
2020 Q4	$58K	Buy	1,273 +588	+86%	+$24.9K	0.01%	360
2020 Q3	$26K	Hold	685	–	–	0.01%	399
2020 Q2	$24K	Hold	685	–	–	﹤0.01%	377
2020 Q1	$20K	Buy	+685	New	+$23.6K	0.01%	365

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Ropes Wealth Advisors's FCOM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2021, closing a stake of 1,273 shares — an estimated $58K sold.

Ropes Wealth Advisors first reported a position in FCOM in Q1 2020 and held it in 4 quarters. The position peaked at $58K in Q4 2020. 117 funds tracked by Wall St. Rank hold FCOM as of Q1 2021.

Ropes Wealth Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,273 Fidelity MSCI Communication Services Index ETF shares in Q1 2021, an estimated $58K.
Ropes Wealth Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2020 and held it in 4 quarters.
Ropes Wealth Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $58K in Q4 2020.
117 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.