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

SFI 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
2023 Q4	–	Sell	-9,816	Closed	-$390K	–	96
2023 Q3	$390K	Buy	9,816 +3,969	+68%	+$162K	0.38%	43
2023 Q2	$235K	Sell	5,847 -346	-6%	-$13.1K	0.22%	55
2023 Q1	$227K	Sell	6,193 -28,447	-82%	-$991K	0.23%	52
2022 Q4	$1.08M	Buy	34,640 +19,928	+135%	+$636K	1.17%	28
2022 Q3	$460K	Buy	14,712 +5,997	+69%	+$217K	0.53%	38
2022 Q2	$310K	Sell	8,715 -72,540	-89%	-$2.86M	0.34%	40
2022 Q1	$3.69K	Buy	81,255 +87	+0.1%	+$4.04K	2.25%	13
2021 Q4	$3.96M	Buy	+81,168	New	+$4.28M	3.49%	11

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

SFI Advisors's FCOM Position: Q4 2023 in Review

SFI Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2023, closing a stake of 9,816 shares — an estimated $390K sold.

SFI Advisors first reported a position in FCOM in Q4 2021 and held it in 8 quarters. The position peaked at $3.96M in Q4 2021. 143 funds tracked by Wall St. Rank hold FCOM as of Q4 2023.

SFI Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2023 after selling out during the quarter.
SFI Advisors sold 9,816 Fidelity MSCI Communication Services Index ETF shares in Q4 2023, an estimated $390K.
SFI Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2021 and held it in 8 quarters.
SFI Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $3.96M in Q4 2021.
143 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2023.

Based on SFI Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.