SFS
FCOM icon

Sowell Financial Services’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-11,907
Closed -$436K – 638
2023
Q1 		$436K Buy
+11,907
New +$415K 0.03% 469
2021
Q2 		– Sell
-1,570
Closed -$81K – 1238
2021
Q1 		$81K Hold
1,570
– – ﹤0.01% 1464
2020
Q4 		$71K Hold
1,570
– – ﹤0.01% 1275
2020
Q3 		$61K Hold
1,570
– – ﹤0.01% 1145
2020
Q2 		$55K Hold
1,570
– – ﹤0.01% 1141
2020
Q1 		$46K Hold
1,570
– – ﹤0.01% 1086
2019
Q4 		$56K Sell
1,570
-1,183
-43% -$40.7K ﹤0.01% 1122
2019
Q3 		$91K Buy
+2,753
New +$92.8K 0.01% 856
2017
Q1 		– Sell
-2,476
Closed -$77K – 352
2016
Q4 		$77K Buy
+2,476
New +$74.6K 0.03% 291

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 $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return